Real Assets Shine When Interest Rates Rise
Real assets can be a good portfolio diversifier and help mitigate interest rate risks.
Real assets can be a good portfolio diversifier and help mitigate interest rate risks.
Data illustrating current market conditions and trends—and what they mean for investors
Equity valuations have reset for growth stocks, making now a potentially good entry point for long-term investors.
Investors can use tax loss harvesting strategies to help turn market drawdowns into an opportunity to reduce tax burdens.
Staying invested after yield curve inversion may pay off as there is typically more upside in equity markets with lead time before recessions begin.
*Yield-to-Worst (YTW) is the lowest potential yield that can be received on a bond without the issuer actually defaulting. Bloomberg U.S. Aggregate Bond Index (U.S. Bonds) represents securities that are SEC-registered, taxable, and U.S.-dollar-denominated. It covers the U.S. investment-grade, fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. Investors cannot invest directly in an index. Past performance does not guarantee future results.
Definition and Index: Bloomberg U.S. Aggregate Bond Index represents securities that are SEC-registered, taxable, and U.S.-dollar-denominated, covering the U.S. investment-grade, fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The index is unmanaged. An investment cannot be made directly in an index.
Investing involves risks. Some investments are riskier than others. The investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original cost. Diversification and asset allocation do not guarantee profit or protect against loss.
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