40 Results for: inflation

Multiple Headwinds Pushing Bond Yields Higher

by: ; Amit Soni, CFA

Since last quarter, we have seen a sharp pickup in U.S. Treasury yields. 10-year yields are up more than 80 basis points...

Goldilocks’ Year


The Goldilocks investment environment may be coming to an end. What does that mean for portfolios? Everyone knows the famous story of Goldilocks. A little girl goes for a walk...

Volatility Rises, but Fundamentals Remain Steady

by: ; Amit Soni, CFA

Last week, equity markets tumbled globally, and the S&P 500 finally broke its longest stretch without a correction...

Markets Go Down Sometimes


Markets do go down sometimes. After a long run of record highs, volatility has returned, with the S&P 500 dropping nearly 4% in a week. The catalyst this time...

Stock Prices Marked Down Again, Further Improving Valuation


The decline that began last week deepened yesterday and may do so again today (futures have fluctuated...

Market Volatility No Match for Strong Fundamentals


Despite the increase in market volatility over the past several days, we believe fundamentals remain strong and...