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Soft economic landing to challenge markets?

This week’s chart looks at recent forecasts for economic growth and inflation and why markets could be forced to muddle through a soft landing.

Solid fundamentals continue to support commercial real estate market

Our chart of the week focuses on the attractiveness of commercial real estate investments amid sound fundamentals and slowing CRE price growth.

Solidifying liquid alternatives

In a market environment where it feels as if nothing is working, liquid alternatives offer valuable opportunities.

Spike in HY issuance stresses the importance of active management

Sales surging after near collapse? Our chart looks at how the massive spike in new high yield issues displays the importance of active management.

Spinal Tapping into interest rates

Ryan Caldwell, CIO of Chiron funds, explains why “up to 11” is the perfect metaphor for how interest rate policy is affecting portfolio construction. Plus, a roundtable discussion of recent economic events and what they could mean for investors.

Spring is in the air

Flowers are blooming, but cash may be withering on the vine

Stagnant wages help keep interest rates low

Average annual earnings and effective federal funds rate

State, local budgets a hidden economic pitfall?

Looming state budget cuts could slow a post-vaccine recovery. We look back to the Global Financial Crisis to see what we can learn about tomorrow.

Stock and bond volatility jump together

Volatility has escalated this year across stock and bond markets. This week’s chart looks at daily changes in the S&P 500 and the Agg.

Stock buybacks: A mountain or a molehill?

Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.
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