The 60/40 Portfolio Had a Bad Quarter. Again.
U.S. equities fell -3.87% in Q1. Uncomfortable indeed, but not yet considered a correction – typically defined by a 10% decline from market peak.
Chart of the Week
21 posts
The Great Rotation… Confirmed?
As Q1 2026 closes, the style box tells the story clearly. Large-cap growth, the market's dominant force for years, has led the selloff.
Pullbacks Are Common, Progress Is Persistent: The S&P 500 in Perspective
In 2026 equities have delivered an eventful ride, with volatility picking up in recent weeks amid geopolitical tensions.
Market Reactions to Geopolitical Conflicts
Escalating tensions and military activity across the Middle East sent an immediate jolt globally, as financial markets opened the week of March 2nd, 2026.
Will 2026 See a More Hawkish Fed?
Broadly in line with market expectations, the Federal Reserve held its Policy Rate unchanged at 3.5–3.75%, effectively pausing the rate-cutting cycle that began in September 2025.
Record-Low S&P 500 Dividend Yields
The S&P 500 Index closed out 2025 with a dividend yield of 1.14%, its lowest level since 2000 and far below its long‑term average of around 2.5-3%.