BlackRock: Maneuvering Through The Fed’s Hiking Cycle
Historical analysis shows that value exposures have tended to outperform in a rising yield environment as it coincides with rising inflation.
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Flexible Plan: "I'll See It When I Believe It"
We tend to see too many patterns in the market. We often hold on to beliefs that do not fit the data. And we look for data that confirm our beliefs.
Morningstar Investment Management: Rising Rates
Clients are nervous but can "make money hand over fist" if your overall position is diversified and open to the possibilities volatility creates.
NovaPoint: Pain At The Pump
If higher prices persist until Memorial Day, it could put a crimp on the travel plans of many Americans looking forward to a post-COVID summer break.
BlackRock: Munis Aren't Invulnerable
Proceed with caution. Despite fading seasonal effects, interest rates are likely to drive near-term performance.
Flexible Plan: Building Stronger Portfolios From The Bottom Up
Using an index that has fallen by more than 50% twice in the last 20 years as a benchmark is ludicrous. Would you really go all in on that approach?
