If you thought achieving income yields was difficult, life will only get harder—the Fed that giveth can taketh away. Just as investors were getting accustomed to the taste of at least modestly non-zero rates, expectations have shifted swiftly.
If you thought achieving income yields was difficult, life will only get harder—the Fed that giveth can taketh away. Just as investors were getting accustomed to the taste of at least modestly non-zero rates, expectations have shifted swiftly.
Continued concerns of weaker global and U.S. growth, driven by U.S-China trade frictions and economic reports pointing to slowdowns in the EU, China and the U.S, helped push commodity and stock markets lower last week.
The 60/40 portfolio, a strategy of dividing assets between 60% large cap equities and 40% bonds, has long served as the de facto benchmark for risk adjusted returns. The sizable equity allocation allows for decent upside capture and long-term growth, while the fixed income pool dampens the volatility inherent to stock ownership.
Continued concerns of weaker global and U.S. growth, driven by U.S-China trade frictions and economic reports pointing to slowdowns in the EU, China and the U.S, helped push commodity and stock markets lower last week.
Chart of the week from Ryan Giannotto…. At current rate, will Jeff Bezos’ wealth surpass the GDP of the US? It could happen in ~30 years.
Increased concerns over U.S.-China trade frictions and weaker-than-expected EU, U.S. and Chinese economic reports pushed commodity and U.S. stock markets lower last week.