Insights

Is the Bond Market Broken?

A once-reliable asset class for yield, low-volatility total return, diversification and risk reduction, bonds have struggled to deliver on any of these measures recently. Real yields on …

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March 2022 Market Recap

The S&P 500® Index returned -4.60% in the first quarter of 2022 with monthly returns of -5.17%, -2.99% and 3.71% for January, February and March, respectively. War …

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February 2022 Market Recap

The S&P 500® Index returned -2.99% for the month of February, its second monthly decline in a row, bringing its year-to-date return to -8.01%. The headwinds …

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A Brief History of Rising Rates and Traditional Diversification

With the Federal Reserve (the Fed) gearing up to fight inflation with a dose of monetary tightening, what can long-term, diversified investors expect from their …

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January 2022 Market Recap

The S&P 500® Index returned -5.17% for the month of January, marking the equity market’s worst month since March 2020 and the worst January since 2009. The …

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