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In 2023, the Agg has seen little bounce-back

The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.

Where do you go for growth: Part two

A new strategy note from Chief Market Strategist Troy Gayeski

Credit market commentary: July 2023

Credit markets experienced continued positive momentum in July amid positive economic data, moderating inflation and better-than-expected Q2 earnings reports.

3D Report: Q2 2023 Recap—An exuberant upside surprise

Ryan Caldwell and Lara Rhame review the 3D Report for Q2 2023.

High yield attractive amid elevated yields?

High yield bonds offer attractive income and a potentially good entry point. This week’s chart looks at high yield bond yields and spreads over time.

Multifamily: A rental health check-in

We examine the crosscurrents impacting a significant sector of the U.S. CRE market: Multifamily.

FS Thrive x Jason Cole: What’s happening in Washington?

We review upcoming elections, policy changes and government trends that could impact your portfolios.

Stock-bond correlation is quickly rising

Stock-bond correlation has been on the rise again. This week’s chart looks at the trend and how it has exacerbated the diversification challenge.

Private markets attractive in market drawdowns?

This week’s chart looks at private markets’ relatively small declines during the past two market drawdowns compared to their public counterparts.
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