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.

Equity, Fixed Income Indices Fall; Commodities a Rare Bright Spot

Kristin Bradbury assesses global stock, bond, and real assets markets in 1Q22.

Why It Was a Tough 4Q21 for Large Cap Growth Managers

David Wang analyzes the tough market environment for large cap growth investment managers in 4Q21.

Can U.S. Equities Outrun Inflation?

Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.

U.S. Stocks Thrive While Global ex-U.S. Shares Lag; U.S. Fixed Income Flat

Kristin Bradbury analyzes 4Q21 performance for U.S. and global equities and fixed income.

Do Fiscal Policies Influence Investment Returns?

Paul Erlendson examines whether fiscal policy and tax rates affect investment returns.

Small Gains in U.S. Equities and Fixed Income, but Losses Globally

Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.