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Discover the dynamic world of investment performance with our Asset Class Return Quilts for Q1, 2025! Dive into a comprehensive analysis of calendar year and
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q4, 2024. Discover how various asset classes, from U.S. equities
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q3, 2024. Discover how various asset classes, from U.S. equities
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q4, 2023. Dive into detailed insights on U.S. equity sectors, fixed
In a landscape of higher nominal rates and an inverted yield curve, short-term bonds are emerging as a compelling investment option, offering attractive real yields
In the ever-evolving landscape of credit markets, recent trends reveal a complex interplay of risk and opportunity. Following the turbulence caused by the collapses of
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q3, 2023. Dive into detailed insights on U.S. equity sectors, fixed
Private capital fundraising has faced significant challenges since Q4 2021, with 2023 showing a stark decline in activity. Despite this, private debt and secondaries have
In the wake of recent banking turmoil, the credit markets are experiencing significant shifts. While perceived credit risk among large asset managers has surged, the
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q2, 2023. Discover how various asset classes, from U.S. equities
Inflation is often described as a hidden tax, eroding purchasing power and consuming capital. As we navigate the current economic landscape, understanding long-term inflation trends
Diversification is often hailed as the only free lunch in investing, a principle that can significantly enhance your long-term financial journey. By spreading investments across
Discover the latest insights into liquid credit trends and the evolving landscape of credit markets. Following the recent turmoil with major banks, the perceived credit
In the world of investing, the temptation to “time the market” can be strong, but is it truly worth the risk? As we navigate the
Discover the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q1 2023. From U.S. Equity Sector insights to the intricacies
In a shifting financial landscape, the decline of Treasury yields since the 1980s faces a potential reversal amid rising inflation. With the 2-year Treasury now
As inflation emerges, the U.S. Treasury market is witnessing a potential regime change, with yields on short-term government bonds finally offering attractive returns. The yield
Discover the intriguing dynamics of the gold market as it navigates through long-term trends and short-term corrections. With gold outperforming bonds and showing resilience against
How have the various asset classes, sectors and fixed income investments performed over the past 10 years? Our “quilt charts” show the leaders, the losers
It’s been a great year so far for mean reversion as the losers of much of last cycle (midstream energy, cash, and commodities) are now
The equity market rally off the June lows was broad based, with most major indices recovering about half of the years sell-off, markets now focused
Despite the risks, it is important to keep perspective.
Current cycle of growth dominance has experienced substantial mean reversion from a cycle peak in November 2021
Longer-term returns for gold are favorable relative to other safe-havens but over the short- term higher yields have increased the relative attractiveness of bonds at
The U.S. equity selloff has been broad-based in 2022 with stocks entering bear market territory in June
Download PDF Asset Class Return Quilt Calendar Year and Trailing Total Returns U.S. Equity Sector Return Quilt U.S. Equity Factor Return Quilt Fixed Income
Treasury yields of all maturities had been declining since the early 1980s, but the emergence of inflation has triggered a potential regime change
Over the past 20 years, diversified portfolios have helped reduce volatility without giving up much upside
Ex-EM, credit spreads were near median across most sectors coming into June as almost all pain in credit was due to duration component (not spread
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
Want to know which asset classes performed the best in the first quarter of 2022? Look no further than our Asset Class Return Quilts. Get
Discover the latest trends in the Treasury market with our topical research. 2020 set off a series of unprecedented events, resulting in government debt levels
Is the current market drawdown the start of a new bear market or just a correction? What can we learn from past bear markets and
Despite the year-to-year volatility, longer-term returns on gold have been consistent across multiple currencies. Real yields, which typically have an inverse correlation with the price
Discover how different asset classes performed in 2021 and explore their trailing total returns with our Asset Class Return Quilts. Dive into the world of
Is gold still a valuable investment? Amid the pandemic and vaccine announcements, gold has had a rocky ride with mixed returns. However, long-term trends show
As the world grapples with the Omicron variant and its potential impact, one thing is clear: the pandemic remains significant and unpredictable. From trends in
If you’re serious about investing, you need to keep a close eye on your returns. And what better way to do that than with a
Looking for a unique way to visualize asset class returns? Look no further than the Asset Class Return Quilts. These stunning graphics display calendar year
Discover the fascinating world of asset class returns with our visually stunning Asset Class Return Quilts. Get a comprehensive view of trailing calendar year and
Investors beware: Treasury yields are converging with zero, and yields on risk-free short-term government bonds are back to zero after trailing inflation for the past
The 2020 US presidential election is heating up with Joe Biden leading in polls and betting markets, although 14 states and 209 electoral votes remain
Should investors try to ‘time’ the market?” It’s a common question many people ask when considering investing, but the answer isn’t always clear. Volatility is
Magnus Financial Group LLC is an independent, SEC-registered investment management firm headquartered in New York City. We specialize in providing customized wealth management and financial planning services to a diverse clientele, including high-net-worth individuals.
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