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Economy

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Alternating leadership cycles - international vs. U.S. equities since 1971

Alternating leadership cycles - international vs. U.S. equities since 1971.png

What part of the corporate curve is more insulated to yield increase?

What part of the corporate curve is more insulated to yield increase?.png

Corporate debt levels inconsistent with high yield spreads since 1994

Corporate debt levels inconsistent with high yield spreads since 1994.png

Are you being compensated for high yield risk today?

Are you being compensated for high yield risk today?.png

Are we nearing the end of the Fed hiking cycle?

Are we nearing the end of the Fed hiking cycle?.png

Performance in rising rate environments

Performance in rising rate environments.png

Global credit cycles are increasingly unsynchronized

Global credit cycles are increasingly unsynchronized.png

Russell 1000 value index minus Russell 1000 growth index rolling 12 months since 1980

Russell 1000 value index minus russell 1000 growth index rolling 12 months since 1980.png

Relative market size and economic importance of Emerging Markets

Relative market size and economic importance of Emerging Markets.png

Real GDP growth, annual percentage change since 1980

Real GDP growth,annual percentage change since 1980.png

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