Chart in a Minute

Use these simple visuals to help illustrate technical market perspectives to clients.

Chart in a Minute

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
Chart in a Minute

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
Chart in a Minute

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.

Chart in a Minute content

Chart in a Minute

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
Chart in a Minute

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
Chart in a Minute

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.
Chart in a Minute

Use this chart to speak with clients about whether equity market returns are higher under a Republican or Democratic president. As the chart demonstrates, a nonpartisan strategy is actually a much better approach. Approved for client use.
Chart in a Minute

Use this chart to strike up conversations with clients about why fixed income is critical in a well-diversified portfolio, and why high-quality bonds in particular are worth considering. Approved for client use.

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