Stocks Continue Rally; Bond Returns Fall Amid Rate Cut Uncertainty

Callan expert analyzes the performance of global markets in 1Q24 and the outlook for the year.

Stocks Near a Record High, and Bonds Reverse Course

Kristin Bradbury analyzes global stock and bond markets in 4Q23.

Tough Quarter for Stocks, with Bonds Facing Third Straight Annual Fall

Kristin Bradbury assesses the global markets in 3Q23.

Tech Stocks Lead U.S. Indices Higher; Rate Increases Send Bonds Lower

Kristin Bradbury assesses the global stock and bond markets in 2Q23.

Gains for Stocks and Bonds but the Ride Was Bumpy

Kristin Bradbury writes about the rebound in 1Q23 for global stocks and bonds.

Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year

Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.

There Was Really No Place to Hide in World Markets

Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.

Few Bright Spots as Markets Continue to Drop

Kristin Bradbury recaps how the global markets performed in 2Q22.

Do Active Core Plus Fixed Income Managers Add Value With Sector Rotation?

Kevin Machiz examines the added value of active core plus fixed income managers vs. a DIY portfolio.

Unprecedented Territory—and the Inherent Limits of Diversification

Jay Kloepfer discusses the concurrent declines in the equities and fixed income markets at the beginning of 2022.