Tag Archives: S&P U.S. Aggregate Bond Index

Bonds Saw Green in 2019, but They May Be Red in 2020

Rarely do we see all segments of the market go up in unison, but 2019 saw broad-based gains across stocks, bonds, and commodities. In fact, not a single sovereign bond index we track ended in the red. Considering 42 central banks cut policy rates in 2019, this may have been expected, but we would have Read more […]

Whether the Market Is Overvalued or Not, It Can Pay to Rebalance

Current valuations of U.S. stocks inevitably lead to debate over their prospects for future returns, earnings sustainability, and whether we are in the midst of a stock market bubble.  Some measures indicate the market is richly valued by historical standards, but no one knows what the future holds.  However, one thing is clear—the potential value Read more […]