Managing Rising Rate Environments: Which Portfolios and Asset Classes Perform Best?

Download the white paper + supplemental slide deck

What is the best response to Fed rate hikes?

It’s a question investors and advisors alike are grappling with as the Federal Reserve has raised its benchmark interest rate 500 basis points over the course of just a year.

To find out, we developed this PDF white paper + supplemental PPT slide deck showing how 10 distinct portfolio allocations and 11 individual asset classes performed in the four most recent Fed rate hike cycles, including the current ongoing cycle (2022-2023), to understand which ones perform best in rising rate environments.

Managing Rising Rate Environments:Which Portfolios and Asset Classes Perform Best?During Fed Rate Hike Cycles

Managing Rising Rate Environments:
Which Portfolios and Asset Classes Perform Best?
During Fed Rate Hike Cycles