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Bonds have offered great diversification when stocks were negative

12/03/2018

Bonds have offered great diversification when stocks were negative

Since 1977, the Bloomberg Barclays U.S. Agg has posted a positive return in each calendar year in which the S&P 500 was negative.
 

Related resources

Global Investment Forum
A U.S. recession?
Intangibles may have extended the economic upswing but they haven’t abolished recessions. Indeed, there is an overwhelming consensus, supported by a number of external speakers at our Forum, that the U.S. will slip into recession in 2020. We disagree, but a slowdown in U.S. growth is inevitable given the hectic pace at which the economy has expanded this year.

 

The S&P 500® Index is an unmanaged index of large-cap common stocks.
The Bloomberg Barclays U.S. Aggregate Bond Index is an unmanaged index that covers the U.S. investment-grade fixed-rate bond market, including government and credit securities, agency mortgage pass-through securities, asset-backed securities and commercial mortgage-based securities. To qualify for inclusion, a bond or security must have at least one year to final maturity, rated investment grade Baa3 or better, dollar denominated, non convertible, fixed rate and be publicly issued.

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