Sign On

Insights on January’s broad-based rally, context to understand it in-light of December’s historic selloff and the typical short-term reversal that begins each year, and recommendations to help investors take advantage of what’s to come.

Key Takeaways

  • Global equities: A strong month propelled by short-term reversals.
  • Fixed Income: Treasury yields mostly unchanged but credit spreads collapse, reversing December’s widening.
  • Tactical asset allocation: Still modestly overweight equities but now favor U.S. large cap.