Stay the Course: Fourth Quarter 2023
February 12, 2024
A collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
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Investment Ideas
Stay the Course: Third Quarter 2023
October 26, 2023
A collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
Read PostStay on Course
May 22, 2023
Our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.
Read PostThe Way Forward? Here’s Our Latest Chartbook
October 11, 2022
Our latest chartbook offers some perspective for dealing with the uncertainty of one of the worst years for investors in recent history. Our message is unchanged: stocks gain in most (not all) years, and history shows that the best strategy is to stay invested.
Read PostInvesting in These Unsettling Times: New Chartbook Offers Some Perspective
April 1, 2022
Every quarter and every year isn't as easy as last year was. After the tumult of the first quarter of 2022, no one can be certain what to expect next. Even so, the message is the same for those with long-term investment objectives: history shows that the best strategy is to stay invested.
Read PostFebruary CIO Call Series Replays Now Available
February 24, 2022
Replays of the CIO calls held over a three-week period in volatile February 2022 are now available.
Read PostFixed Income PMs on Positioning for a Generational Shift: High (But Moderating) Inflation
Matt Freund, Charles E. Carmody, Christian Brobst
February 22, 2022
The Fed’s rhetoric is at its peak but “when push comes to shove, the Fed is going to err on the side of moderation. “They’ve got a lot of work to do before we have to worry about whether they are going to be raising rates five, six or seven times in a row,” says our Fixed Income team.
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