Stock and bond markets across the globe have been quite active since the beginning of 2022, working to process the everchanging events unfolding in real time. The war raging in Ukraine and the ripple effects across the world on global trade and political relations, continued rates of inflation in the U.S. not seen in decades, a strong, yet complex job market affecting workers and employers in differing ways, and the interconnectedness of all of these and the way in which the Federal Reserve Bank ... [Continue Reading]
Articles and resources related to Bond Portfolio.
A new video from CCM Chief Investment Officer Adam Hoffmann, CFP®, AIF®, discusses historical interest rate data as well as current interest rate trends and how recent changes are impacting portfolios. In it, he reviews CCM's diversified, value-focused investment strategy, which is intentionally designed to safeguard clients' financial goals in the midst of inflation and volatility. Watch the video. » NOTE: The information provided in this video is intended for clients of Carlson ... [Continue Reading]
What a difference a year can make. Last April, we were discussing the uncertainty and unprecedented events of the early pandemic. The daily headlines seemed to rotate between record unemployment claims, increasing infection rates, a locked down economy, and a wildly volatile stock market. In contrast, our attention today is focused on millions of new jobs being added to payrolls, ever-higher vaccination rates, an economy that is opening up, and one of the strongest one-year stock market returns ... [Continue Reading]
Last week, we provided historical insight into equity market valuations and the implication for future returns in investor portfolios. This week, we’re shining a light on the "shock absorber" within client portfolios—fixed income. A popular topic of conversation in recent years has been whether investors should abandon traditional fixed income investments for higher-yielding investments or pursue new, alternative investment strategies instead. Our philosophy at CCM has always been that fixed ... [Continue Reading]
Our recommended reading today is a throwback to March 27, 2019, when we published Why We Won’t Panic Because the Yield Curve Inverted (And Neither Should You). In that post, we shared a number of reasons why we advised against reading into a yield curve inversion too deeply. One reason we cited was that while a yield curve inversion had a strong track record of predicting recessions in the U.S. over the past 60 years, the evidence internationally was less convincing. Another reason ... [Continue Reading]