by JD Gardner | Dec 6, 2022 | Market Updates
A quick reminder, the formula for generating investment returns looks like this: Return = Yield + Growth +/- Valuation Change Here’s the graphic showing each of the 3 potential drivers of return, broken out with annualized return of each component, by...
by John Luke Tyner | Sep 2, 2022 | Blog, Bonds
The balance sheets of global central banks have grown drastically in the last 15 years. The United States balance sheet alone grew from ~$4 trillion to ~$9 trillion over the pace of 2 years during the pandemic. The surge in liquidity has had a drastic effect on...
