Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.
Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determining which stocks to overweight. 2018 has been a good year for momentum stocks, which are up an impressive 11.4%*.
Educational hub featuring an expanding set of tools and information.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
Expected returns and correlations of asset classes.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.