What lies ahead for investors? Much of the same.

For the better part of this decade, the environment has been constructive for equities and the credit sectors of the fixed-income universe despite—and possibly because of—investor anxiety. There’s no compelling reason to think this dynamic is about to change.

This paper illustrates four key ideas:

  • Maintaining an overweight in stocks

  • An extended credit cycle in the bond market

  • An improving European economy

  • The risks that a sudden storm may bring

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OnPoint Industry Insights

Federated OnPoint is a series of industry and investment insights that provide perspective on timely issues affecting the markets.

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