US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Strong returns, higher inflation, and lots of dry powder entering 2022.
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.