sector return

Another Rate Hike Cycle, But It’s Not 2022

A 60/40 equity and fixed income investors at the beginning of 2020 would have seen their portfolio today resembling more of an 80/20 allocation, without rebalancing, due to the unstoppable bull market in equities and structurally higher yields. Since January 2020, the S&P 500 has delivered 155% total return while U.S. corporate bond benchmark returnedContinueContinue reading “Another Rate Hike Cycle, But It’s Not 2022”