Taking stock of the major themes and market developments within the final chapter of 2022. What’s carried over into 2023?

Taking stock of the major themes and market developments within the final chapter of 2022. What’s carried over into 2023?

Since the fall of 2022 when interest rates and bond yields hit their peak, credit spreads and interest rates have both declined, driving stellar short-term returns in the bond market. After such a significant stretch of strong performance in a relatively short period of time, how much has the opportunity set in fixed income changed, and what are the expectations for the various income-oriented sectors of the market?

Since the fall of 2022 when interest rates and bond yields hit their peak, credit spreads and interest rates have both declined, driving stellar short-term returns in the bond market. After such a significant stretch of strong performance in a relatively short period of time, how much has the opportunity set in fixed income changed, and what are the expectations for the various income-oriented sectors of the market?

Read now for Thrivent Asset Management's view on some key factors influencing the economy and markets in the coming months for the first quarter of 2023.

Read now for Thrivent Asset Management's view on some key factors influencing the economy and markets in the coming months for the first quarter of 2023.

What does Thrivent Asset Management see in the future of fixed-income markets and the Federal Reserve’s approach to combatting inflation? Our leaders discuss their outlook, as well as the asset classes they’re watching.

What does Thrivent Asset Management see in the future of fixed-income markets and the Federal Reserve’s approach to combatting inflation? Our leaders discuss their outlook, as well as the asset classes they’re watching.

As it was in the previous year, equity markets continue to feel the effects of inflation and a slowing economy. Thrivent Asset Management leaders discuss their outlook for 2023 and how they find opportunities in this environment.

As it was in the previous year, equity markets continue to feel the effects of inflation and a slowing economy. Thrivent Asset Management leaders discuss their outlook for 2023 and how they find opportunities in this environment.

Is the Federal Reserve’s efforts to curb inflation working? Is a recession down the road in 2023? Watch as Thrivent Asset Management leaders discuss their perspective on both inflation and recession concerns.

Is the Federal Reserve’s efforts to curb inflation working? Is a recession down the road in 2023? Watch as Thrivent Asset Management leaders discuss their perspective on both inflation and recession concerns.

What's expected of the economy in the year ahead as we anticipate a post-pandemic marketplace? Steve Lowe, CFA, Chief Investment Strategist delves into Thrivent Asset Management's views on key factors for 2023 such as rate hikes and inflation.

What's expected of the economy in the year ahead as we anticipate a post-pandemic marketplace? Steve Lowe, CFA, Chief Investment Strategist delves into Thrivent Asset Management's views on key factors for 2023 such as rate hikes and inflation.

How have the various asset classes, sectors and fixed income investments performed over the past 10 years? View our quilt charts to see leaders, losers and more.

How have the various asset classes, sectors and fixed income investments performed over the past 10 years? View our quilt charts to see leaders, losers and more.

2022 was the year of inflation and the Federal Reserve (Fed). The combination of the two – rising prices and a tightening monetary policy – contributed to a slowing economy, rapidly rising interest rates, and significant losses in the stock market. The war in Ukraine also contributed to global economic adversity, particularly in Europe.

2022 was the year of inflation and the Federal Reserve (Fed). The combination of the two – rising prices and a tightening monetary policy – contributed to a slowing economy, rapidly rising interest rates, and significant losses in the stock market. The war in Ukraine also contributed to global economic adversity, particularly in Europe.

Will a challenging 2022 usher in a changed environment in 2023?

Will a challenging 2022 usher in a changed environment in 2023?

Invest in what you believe. That’s the impetus for a growing universe of investment products including managed accounts designed to help financial professionals offer their clients investment choices that align with their beliefs.

Invest in what you believe. That’s the impetus for a growing universe of investment products including managed accounts designed to help financial professionals offer their clients investment choices that align with their beliefs.

As 2023 comes into focus, some major themes and trends of 2022 are persisting, some have reversed, and some new trends are emerging.

As 2023 comes into focus, some major themes and trends of 2022 are persisting, some have reversed, and some new trends are emerging.

Morningstar Magazine recently profiled Matt Finn and Jim Tinucci, portfolio managers for Thrivent Small Cap Stock Fund (TSCSX). The article covers their investing philosophy for the Fund and how their collaborative approach has led to previous successful returns for clients.

Morningstar Magazine recently profiled Matt Finn and Jim Tinucci, portfolio managers for Thrivent Small Cap Stock Fund (TSCSX). The article covers their investing philosophy for the Fund and how their collaborative approach has led to previous successful returns for clients.

Oil and gasoline prices have fallen, housing sales have stalled, used car prices have dropped, manufacturing activity has contracted, and the increase in the Consumer Price Index, a common measure of inflation, has moderated. While several other areas of the economy have not yet shaken rising costs, there are signs that inflation is slowing.

Oil and gasoline prices have fallen, housing sales have stalled, used car prices have dropped, manufacturing activity has contracted, and the increase in the Consumer Price Index, a common measure of inflation, has moderated. While several other areas of the economy have not yet shaken rising costs, there are signs that inflation is slowing.

Meaningful changes in the relative performance of various sectors of the equity market have developed over the past year, and they seem poised to persist.

Meaningful changes in the relative performance of various sectors of the equity market have developed over the past year, and they seem poised to persist.

We look at six income instruments that are ending the yield drought.

We look at six income instruments that are ending the yield drought.