Weekly Report: what happened at PICB last week (0429-0503)?

Total Return Forecasts: Major Asset Classes - May 2, 2024

The long-term return forecast for the Global Market Index edged higher for a third straight month in April. US stocks are still the outlier for expected return among the various asset classes. The average forecast for American equities is well below the trailing 10-year performance.

Major Asset Classes: April 2024 Performance Review

Most of the major asset classes retreated in April. The overall losses mark the worst month for global markets so far in 2024. US real estate investment trusts suffered the deepest loss in April, tumbling 7.9%. On a year-to-date basis, most of theMajor asset classes are posting losses.

Weekly Report: what happened at PICB last week (0422-0426)?

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.

Invesco International Corporate Bond ETF declares monthly distribution of $0.0549

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

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

Weekly Report: what happened at PICB 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.

Fixed-Income Outlook: Don't Miss The Forest For The Trees

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. Central bank rate cuts are coming, and with them a major opportunity for bond investors. The first quarter of 2024 has been a bumpy ride for investors. More than $6 trillion in money-market funds is sitting on the sidelines.

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 PICB last week (0325-0329)?

Weekly Report: what happened at PICB last week (0318-0322)?

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

Invesco International Corporate Bond ETF declares monthly distribution of $0.0564

Invesco International Corporate Bond ETF declares monthly distribution of $0.0564 Mar. 19, 2024. 30-Day SEC Yield of 3.87% as of Mar 15. Payable Mar 22; for shareholders of record Mar 19; ex-div Mar 18.

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

Weekly Report: what happened at PICB last week (0304-0308)?

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