PICB

Weekly Report: what happened at PICB last week (0715-0719)?

The Yield Advantage In Global Markets

Inflation volatility is decreasing, providing opportunities for investors to benefit from positive real yields. Dan Ivascyn says investors should be patient and take advantage of the yield advantage in global markets. He says there's great value outside of the United States. The US economy is strong and will likely be favorable to emerging markets.

Overcoming Inertia: How Home Bias Hurts U.S. Investors

Home Investing Strategy Fixed Income Analysis Overcoming Inertia: How Home Bias Hurts U.S. Investors. Global bonds hedged to the US dollar have historically been less volatile and generated higher risk-adjusted returns. Over the past 40 years, hedged global bonds have captured 86% of gains when US bonds rallied. Global yields are coming off their highest levels in a decade, and monetary and fiscal policies are diverging globally. These conditions favor global fixed-income exposure.

Weekly Report: what happened at PICB last week (0708-0712)?

Weekly Report: what happened at PICB last week (0701-0705)?

The Return Of Global Aggregate

Yields in global aggregate markets have risen from historic lows to levels not seen since 2008. Global aggregate markets can foster investment flexibility and provide attractive yields, says Neuberger Berman. Global Aggregate markets offer diversification to investors who want broad fixed-income exposure.

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

The return forecast for the Global Market Index held steady in June after ticking higher for four straight months. US equities are the outlier for expected return relative to the other major asset classes. The average forecast for American stocks is well below this market’s trailing 10-year performance.

Major Asset Classes: June 2024 Performance Review

US stocks again secured the top spot for monthly performances in June for the major asset classes. The rally marks the second straight month that American shares led global markets. US real estate investment trusts also extended their recent recovery. The biggest loss in June was foreign real estate, down nearly 5% for the year.