Broker Check
Rising Yields Weigh on Stocks and Bonds

Rising Yields Weigh on Stocks and Bonds

January 18, 2022

Key Takeaway

Equities continue to slide as the 10-year Treasury yield broke above 1.75%. Growth stocks, particularly in the tech sector, typically underperform when yields rise. Therefore, we positioned portfolios toward value/defensive sectors and maintained some cash, which reduced overall volatility. 

Rising yields can also point to outperformance in non-US equities, so we will monitor additional value opportunities globally. And in fixed income, we will gradually reduce traditional bond exposure and consider alternative positions in commodities and currencies. 


10-year Treasury Note Breakout


Source: Cannon Advisors, TradingView