Our flagship publication, Asset Allocation Strategy, provides readers with our monthly look at what’s been moving markets, their impact on our macroeconomic outlook, and our resulting portfolio strategy across asset classes.
A guide to broad market and economic trends, our Flip Book should serve well as a reference guide for the busy investor. Make sure not to miss our Myths and Realities section, where we breakdown and debunk commonly held investment beliefs.
Our quarterly base-case scenario presents a concise review of the key market events of the past few months, our outlook for the coming quarter, and the key risks underlying these expectations.
Our annual Long-Term Market Expectations report presents our return and volatility forecasts for the next five years. These go on to form the basis of our Capital Allocation Line, an important input into NBI’s Strategic Asset Allocation and portfolio construction effort.
After a period of consolidation in early June, market volatility has returned over the past two days as the S&P 500 Index has lost nearly 5% of its value, while benchmark bond yields (U.S. 10-year yields) have reached a new cyclical high of nearly 3.16%.
In mid-June, the S&P 500's decline from its all-time high crossed the 20% threshold. As a result, the U.S. stock market's flagship index entered bear market territory for the first time since March 2020, and only for the 11th time since 1950. In this Strategic Report, we provide a quick overview of the characteristics of S&P 500 bear markets as well as the macroeconomic conditions that usually prevail when the market bottom is reached.
Strategic Report on Digital assets: Speculative bubble or real revolution?
In an attempt to shed some light on the situation, three strategic reports dedicated to digital assets as part of research by the CIO Office are shared with you.
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