Chart in a Minute

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

Chart in a Minute

This chart can potentially help clients understand why buying a longer-term bond with a similar yield to a shorter-term bond might make more sense now than potentially waiting and facing reinvestment risk down the road.
Chart in a Minute

Interest rates are forecasted to fall in 2024, which might lead to lower yields across the bond maturity curve. This client-approved chart can be used to help investors understand the potential for capturing more capital gains down the road.
Chart in a Minute

This client-approved chart can be used to help investors better understand the potential benefits of building a Treasury ladder to support their fixed income allocations.

Chart in a Minute content

Chart in a Minute

This chart can potentially help clients understand why buying a longer-term bond with a similar yield to a shorter-term bond might make more sense now than potentially waiting and facing reinvestment risk down the road.
Chart in a Minute

Interest rates are forecasted to fall in 2024, which might lead to lower yields across the bond maturity curve. This client-approved chart can be used to help investors understand the potential for capturing more capital gains down the road.
Chart in a Minute

Real yields on Treasury Inflation-Protected Securities (TIPS) recently reached their highest levels in more than a decade. This client-approved chart can serve as a conversation starter to talk about the TIPS opportunity at hand.
Chart in a Minute

This client-approved chart can be used to help investors better understand the potential benefits of building a Treasury ladder to support their fixed income allocations.
Chart in a Minute

Given interest rate forecasts, sitting in cash or very short-term securities may pose reinvestment risks. Use this client-approved chart to talk about a longer-term approach.
Chart in a Minute

Can the stock market’s narrow leadership continue in the second half of 2023? Use this client-approved chart to talk about the potential value rotation on the horizon.
Chart in a Minute

Can longer-term bonds expect better sailing later this year? Use this client-approved chart to strike up a conversation about the potential opportunity.
Chart in a Minute

Yields on investment-grade corporate bonds are up substantially from 2022, and this client-approved chart can help you strike up a good conversation about the fixed income opportunity.
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.

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