Chart in a Minute

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

Chart in a Minute

If your clients are worried that interest rates will rise, consider using this client approved chart to speak with them about the potential benefits of a bond ladder for their fixed-income allocation.
Chart in a Minute

If global economic growth rises as forecasted this year and U.S. inflation picks up, cyclical international stocks may be poised to benefit. Use this chart to talk with clients about the potential opportunity.
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 content

Chart in a Minute

If your clients are worried that interest rates will rise, consider using this client approved chart to speak with them about the potential benefits of a bond ladder for their fixed-income allocation.
Chart in a Minute

If global economic growth rises as forecasted this year and U.S. inflation picks up, cyclical international stocks may be poised to benefit. Use this chart to talk with clients about the potential opportunity.
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

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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