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May'22 Nicholas Bohnsack

More to Come

The consensus continues to assign higher odds to a “soft landing” than other economic outcomes – notably, Recession – and equity positioning, while lower relative to total portfolio, still reflects this bias through a modest preference for Growth shares.  Int...

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May'22 Todd Sohn

Investors Agnostic Towards Rising U.S. Dollar

One of the more important macro developments throughout the last year has been the ongoing strength of the U.S. Dollar. The U.S. Dollar index (DXY) – which is heavily weighted towards the Euro, British Pound, and Japanese Yen is up roughly 16% since May 2021, and is now sitting at nearly 20...

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May'22 Todd Sohn

Investors Are Bailing On Bonds

A staple in many investor portfolios, bonds are in the midst of their worst drawdown in over 40 years. The Bloomberg Aggregate Bond Index is down over 11% from the highs, and combined with the ongoing weakness from equities (the S&P 500 is also down over 11% YTD), it’s a sharp contrast ...