Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.

History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.

See why a passive management strategy and rising rates may not mix when it comes to fixed income assets.

Credit fundamentals look good, yet finding returns can be tough, especially for passive investors.

See why a notable shift in what’s driving high yield bond returns this year may renew investor interest in actively managed strategies.

Year-over-year change in inflation expectations and Treasury yields

As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.

A new strategy note from Chief Market Strategist Troy Gayeski

Few explanations for the upward march of equity valuations are based on resoundingly positive or long-term economic changes. We take a closer look at how these high valuations could be closely tied to the multi-year surge in liquidity.