In this week’s OppChart, we explore the correlations between the various sectors of the Barclays U.S. Aggregate Bond Index and the broad index. For much of the 30 years leading…
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Posted in Investing
Tagged bonds, fixed income, investment portfolio, OppChart
My career in the investment business began on September 2, 1992. It was an interesting time. The S&P 500 was just above 400, and a few years away from a…
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Posted in Investing
Tagged euro, Europe, Eurozone, fiscal policy, foreign currencies
The Federal Reserve’s balance sheet has more than tripled, to more than $3 trillion, since the 2008 global financial crisis as a result of large scale asset purchases — quantitative…
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Posted in Investing
Tagged equities, Fed, Federal Reserve, OppChart, U.S. economy
I am often asked what keeps me up at night. I used to respond, “My children” but they are actually sleeping quite comfortably these days. My colleague Art Steinmetz, perhaps…
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Posted in Investing
Tagged asset allocation, bonds, diversification, global investing, investment portfolio, stocks
The least loved stock market rally in recent memory is now making history. The Dow Jones Industrial Average, on the morning of March 5, 2013, reached its highest level ever…
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Posted in Investing
Tagged equity, investors, mutual funds, risk, stock market