Chart in a Minute

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

Chart in a Minute

Are your clients looking for ways to 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.

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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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