Welcome to Momentum

After one of the sharpest two-day market sell-offs in history rattled investors in early April, few expected the rally to survive, let alone thrive. Yet by year end, US equities defied expectations, extending the bull market with a powerful double-digit return and capping off an extraordinary three-year run. Discover what drove this remarkable turnaround.

In the latest Real Assets Growth & Income Fund (RAGI) update, portfolio manager Richard Parfect shares insights into the fund’s current positioning and the rationale behind recent allocation decisions. 

In this week's chart Gabby highlights movements in the Cboe Volatility Index (VIX), often referred to as the market’s “fear gauge”. The VIX measures expected volatility in US equities over the next 30 days and tends to rise when investors seek protection against near-term uncertainty.