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Navigate the complexities of higher inflation

Educate Clients

The basics about the invisible thief that can impact your wallet and portfolio.
There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
After you factor in taxes and inflation, 12-month CDs have rarely offered a positive real return.

Market Perspectives

Elevated yields could prove advantageous for long-term bondholders.
We analyzed the returns that followed 22 rate-cutting cycles since 1928.
Investors grappled with the expected timing of the Federal Reserve’s first rate cut as the Fed chair talked down prospects for cuts in March. Bond markets faltered in early 2024 but recovered by January's end.
Some investors are worried about inflation's impact on equities. We look at which equity sectors could prove to be the most resilient.
ROUS, a systematic US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
Bond markets extended their rally into December with investors convinced that most central banks were done hiking interest rates. Whether those expectations are fulfilled in 2024 remains to be seen.
Markets seem to expect a much smoother ride in 2024, but they may be too optimistic.
Global sovereign markets staged a strong November rally as market participants repriced expectations for future monetary-policy rate moves.
Waiting too long to rotate from cash into bonds could significantly diminish your returns.
While emerging-market stocks have fallen short in the last decade, their historical performance and diversification benefits could mean a shift is on the horizon.
OVERALL
(as of 2/29/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1128, 1128, 1069 and 822 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

1128 Products | Large Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 2/29/2024)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 457, 457 and 426 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

457 Products | Small Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 2/29/2024)
Overall, 5 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 698, 698, 644 and 423 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

698 Products | Foreign Large Blend Category
Based on Risk-Adjusted Returns
227374 HFA001455

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