Commentary

Growth, rates, and valuations are all up. What does that mean for stocks?

Investors are worried about rising interest rates and stock valuations—but historically, a brightening economic outlook has helped stocks overcome those headwinds.

Key Takeaways
Denise Chisholm approaches her research by looking at market data through a historian’s lens. She believes historical patterns, when considered in the appropriate context, can help investors build conviction about future trends. Investors have been worried about rising interest rates and high stock valuations following a poor earnings season, so this month she is focusing on how stocks have performed under similar conditions in the past.
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Growth, rates, and valuations are all up. What does that mean for stocks?