Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

Bitcoin has captured the imagination of the investment world alongside “meme” stock trading (GameStop) and stocks of companies identified as “disruptors.” In fact, bitcoin is considered by some to be the ultimate “disruptor” financial creation. Furthermore, nothing fuels the imagination better than something that goes up five-fold in value in just six months!

Bitcoin has captured the imagination of the investment world alongside “meme” stock trading (GameStop) and stocks of companies identified as “disruptors.” In fact, bitcoin is considered by some to be the ultimate “disruptor” financial creation. Furthermore, nothing fuels the imagination better than something that goes up five-fold in value in just six months!

David Royal, Chief Investment Officer for Thrivent and Mark Simenstad, Chief Investment Strategist for Thrivent Asset Management discuss equity vs. fixed-income, rotation into cyclical stocks, and how Thrivent Asset Management approaches tactical allocation.

David Royal, Chief Investment Officer for Thrivent and Mark Simenstad, Chief Investment Strategist for Thrivent Asset Management discuss equity vs. fixed-income, rotation into cyclical stocks, and how Thrivent Asset Management approaches tactical allocation.

Inflation has dramatically declined and remained subdued for over three decades since peaking at over 13% in early 1980. Interest rates, which closely follow the path of inflation, have also declined dramatically.

Inflation has dramatically declined and remained subdued for over three decades since peaking at over 13% in early 1980. Interest rates, which closely follow the path of inflation, have also declined dramatically.