Asset Management

Asset Management
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Chart in a Minute

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

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Chart in a Minute

Is it time for a Treasury ladder?

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

Have you considered your portfolio’s reinvestment risks?

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

Is a value rotation on the horizon?

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.

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Chart in a Minute

Is it time to consider dividend-paying stocks?

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

Why consider a tactical, global asset allocation approach?

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.

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