Chart in a Minute
Use these simple visuals to help illustrate technical market perspectives to clients.
Chart in a Minute content
Chart in a Minute
Dividend-paying stocks can potentially support your portfolio amid market volatility, inflation, and rising rates. This includes the potential to generate income, when positive returns can be tough to capture.
Chart in a Minute
After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.
Chart in a Minute
The sharp sell-off in municipal bonds in 2022 has created potential tax-equivalent yield opportunities that have rarely existed since 2009. Use this client-approved chart to help your clients understand the current market backdrop.
Chart in a Minute
Yields on Treasury Inflation-Protected Securities (TIPS) are up sharply in 2022. This chart provides a potential conversation starter to help your clients understand why a TIPS allocation might make sense.
Chart in a Minute
Slowing growth, elevated inflation, and tighter major central bank policies may support dividend-paying stocks, particularly if a global recession emerges. This chart provides a potential client conversation starter.
Chart in a Minute
Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.
Chart in a Minute
Are your clients looking for ways to help reduce the damaging effects of inflation on their portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding dividend-paying stocks.
Chart in a Minute
Are rising inflation and interest rates taking a toll on your clients’ portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding small-cap value stocks.
Chart in a Minute
After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.