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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
“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,
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
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
“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,
As we enter Q1 2025, the market landscape is shifting dramatically. With digital assets surging by 52% and small business optimism reaching a six-year high,
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
As we approach the end of 2024, the market landscape is shaped by a mix of resilience and uncertainty. With inflation slowing and the U.S.
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
While market valuations and credit spreads seem to reflect a rather benign economic outlook, we continue to be vigilant about potential tail risks.
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
As we navigate the complexities of Q4 2023, two significant storm clouds loom over the market: unprecedented fiscal spending and escalating geopolitical tensions. With predictions
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
In the ever-evolving landscape of finance, uncertainty looms large as we navigate the aftermath of unprecedented monetary policies and market dynamics. With conflicting signals from
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
In Q2 2023, the financial landscape is marked by significant challenges and opportunities. With $42 billion withdrawn from a single bank in one day, 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 Q1 2023, global stocks surged by 7.4%, buoyed by a resilient consumer and stabilizing interest rates, while U.S. small cap stocks faced challenges. Gold
As we navigate the complexities of 2023, the market outlook reveals a landscape shaped by tighter monetary policy, potential stagflation, and consumer challenges. With inflation
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
Global stocks closed the quarter up 9.9% while U.S. intermediate-term bonds were up 1.9%; balanced portfolios returned 6.7%
The third quarter was unusually challenging for U.S. investors as both U.S. large cap stocks (-4.9%) and bonds (-4.8%) declined together
Global stocks closed the quarter down -6.7% while U.S taxable bonds were -4.8% weaker; balanced portfolios returned -5.9%
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
Stubbornly persistent inflation has eroded recent nominal growth; focus now shifts to when, and by how much, inflation will ease and if stagflation can be
For much of the decade leading up to COVID-19, a combination of excellent profitability and some of the least volatile economic conditions in history implied
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
Consensus expected growth and inflation to decelerate in 2022; however, persistent inflation has driven the U.S. economy along a stagflation knife’s-edge
Global stocks closed the quarter down 15.5% while U.S taxable bonds were -4.7% weaker; balanced portfolios returned -11.3%
The first quarter of 2022 tested global markets as inflation continued to accelerate and growth slowed. While U.S. stocks and bonds declined simultaneously, energy emerged
Discover the latest trends in the economic landscape and how they impact global markets with the Q1 2022 Market Dashboard. Learn about expected growth and
Inflation, geopolitical tensions, and monetary policy continue to dominate market discussions in Q2, 2022. With the Federal Reserve contemplating aggressive interest rate hikes to combat
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
Inflation is surprising forecasts on a global scale, a first since 2009.” This statement sets the tone for the Market Outlook report on Q1 of
Want to understand the economic landscape? Dive into the Market Dashboard- an in-depth look at market trends over the past year. Gain insight on the
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
Discover the top-performing sectors and assets of Q4 2021 in our latest market review. The quarter saw global stocks reaching all-time highs, with U.S. REITs
Despite a generally weak quarter for risk assets, commodities were the top performers with energy commodities up 21% for the quarter and 75% for the
The global economy has undoubtedly been shaken by the COVID-19 pandemic. As we move into the final quarter of 2021, there are renewed concerns about
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
Discover the latest insights on the global economy and markets with the Market Dashboard for September 2021. From the deceleration of growth and inflation to
With all-time highs seen in the stock market, home prices, and incomes, it’s hard to ignore the current state of the economy. But with high
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
Get a comprehensive overview of the market with our Market Dashboard. Our dashboard features up-to-date economic calendars, asset class returns, and key insights on inflation,
SUMMARY “…the nationwide rollout of Covid-19 vaccines, the persistence of ultralow interest rates, and expectations for torrid economic growth have convinced America’s money managers that
Get ahead in the fast-paced world of finance and investing with our comprehensive Market Dashboard. From economic calendars and global manufacturing updates to yield curve
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
Make no mistake – for the majority of the investors today, this could very well be the most important event of your investing lives. Speaking
This did not start as a financial crisis, but it is morphing into a major economic crisis, with very serious financial consequences…There’s a long road
From S&P 500 sales and earnings growth by sector to treasury yields and global negative yielding debt, our market dashboard provides a comprehensive overview of
In the normal recession, unemployment goes up, delinquencies go up, charge-offs go up, home prices go down, none of that’s true here…Savings are up, incomes
“The worst pandemic in modern history was the Spanish flu of 1918, which killed tens of millions of people. Today, with how interconnected the world
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