Desperately Seeking Yield: April 24, 2024

The average 12-month trailing yield for the major asset classes has ticked up so far this year. The highest-yielding risk asset is the US junk bond ETF, which generated a 6.44% yield over the past year. Relative to Treasury yields, government bonds continue to offer higher payouts.

Will Commodities Continue To Outperform In 2024?

Most of the major asset classes are in the red so far this year. A widely followed marker in the commodities rally is this year’s rise in gold. The second-best performer in 2024 is the fast-deflating US stock market. James Picerno says commodities are the upside outlier by a wide margin.

Weekly Report: what happened at BWX last week (0415-0419)?

Weekly Report: what happened at BWX last week (0408-0412)?

Weekly Report: what happened at BWX last week (0401-0405)?

Commodities Continue To Lead Major Asset Classes In 2024

Commodities have overtaken US stocks as the top performer for global assets in 2024. A number of broad-brush commodity funds are rebounding in 2024 after a down year for the asset class in 2023. The rally for prices of raw materials continues to bubble after a rough 2023 in global markets.

Dawn Of A New Regime: Implications For Fixed Income

Mounting pressures from macro megaforces point toward higher structural inflation and lower real GDP growth in the years ahead. We think higher inflation and slower economic growth will reverberate across the global fixed-income markets. Three powerful forces: deglobalization, demographics and climate change.

Major Asset Classes: March 2024 Performance Review

The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. Global real estate ex-US topped the long list of winners in March. The downside outlier: bonds in emerging markets. The Global Market Index extended its winning streak for a fifth straight month.

Weekly Report: what happened at BWX last week (0325-0329)?

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Commodities Overtake U.S. Stocks As Performance Leader In 2024

Weekly Report: what happened at BWX last week (0311-0315)?

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Total Return Forecasts: Major Asset Classes - March 4, 2024

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SPDR Bloomberg Barclays International Treasury Bond ETF declares monthly distribution of $0.0356

Major Asset Classes: February 2024 Performance Review

Weekly Report: what happened at BWX last week (0219-0223)?

Weekly Report: what happened at BWX last week (0212-0216)?

SPDR Bloomberg International Treasury Bond Getting Very Oversold