Steve Lowe, Chief Investment Strategist at Thrivent, shares insights on the recent collapse of two regional banks.

Steve Lowe, Chief Investment Strategist at Thrivent, shares insights on the recent collapse of two regional banks.

Long-term investors following the age old 60/40 balanced portfolio strategy experienced surprisingly disappointing returns from this widely used portfolio structure in 2022.

Long-term investors following the age old 60/40 balanced portfolio strategy experienced surprisingly disappointing returns from this widely used portfolio structure in 2022.

Are the Federal Reserve’s efforts to curb inflation working? And will they tip the economy into a recession in 2023?

Are the Federal Reserve’s efforts to curb inflation working? And will they tip the economy into a recession in 2023?

Stocks have been trading in a narrow range in recent months, with the S&P 500 yo-yoing between about 3,700 and 4,150 since last September, as economic uncertainty over inflation – and the response by the Federal Reserve (Fed) – continues.

Stocks have been trading in a narrow range in recent months, with the S&P 500 yo-yoing between about 3,700 and 4,150 since last September, as economic uncertainty over inflation – and the response by the Federal Reserve (Fed) – continues.

Strong recent performance in fixed income warrants a second visit to assess opportunities.

Strong recent performance in fixed income warrants a second visit to assess opportunities.

It's the economy that just won’t die. Even after a series of rate hikes by the Federal Reserve (Fed) totaling 4.25% over the past 12 months, along with other monetary tightening policies, the economy has continued to grow at a healthy clip.

It's the economy that just won’t die. Even after a series of rate hikes by the Federal Reserve (Fed) totaling 4.25% over the past 12 months, along with other monetary tightening policies, the economy has continued to grow at a healthy clip.

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.

Are 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.

Are 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?