This has been a miserable year for investors with global stocks down 17.4% and a broad U.S. bond index falling 10.9%. The pain has been particularly intense for “balanced” portfolios in that the -14.8% year-to-date return on a 60% stock / 40% bond...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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- Tag: interest rates
My May 26th blog Cracks in the Housing Market? raised the question of whether rising home prices and mortgage interest rates were finally beginning to impact the demand for housing. Well, new data suggests that higher housing costs are indeed having an impact....
Monetary authorities and investors have created a fascinating situation in which real or after-inflation interest rates are at record negative levels. With the 10 year US Treasury yield at 1.45% and trailing one year inflation of 6.2%, the real return would be negative...
Many of my white papers have referenced the fact that most economic policies and actions have secondary and tertiary effects, unintended consequences, and quite often, distinct winners and losers. The economic trauma associated with Covid-19 has resulted in government policies that provide a...