Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

A new strategy note from Chief Market Strategist Troy Gayeski

Cash was an attractive, safe asset last year amid elevated rates. This week’s chart looks at why the tide may be changing.

See why investors seeking stable income may need to look outside of traditional fixed income markets to find it in today’s environment.

Bond returns soar as income falls in this week’s chart. See where this good news/bad news scenario leaves income-oriented investors.

Correlation between stock returns and bond yields has declined considerably. See what this could mean for forward-looking returns.

Investment grade bonds versus high yield bonds and senior secured loans

For the second time in only a few months, a major voting decision has delivered an unexpected result. The victory of Donald Trump in the U.S. presidential election was largely unexpected and, following the old adage that “markets don’t like uncertainty,” may cause a global spike in volatility.

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.