The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation rates (BEIs)) have changed little in the last few months. They continue to generate a range-trading environment for US Treasury bonds and TIPS.
A look at developed and emerging equity valuations to assess which now appear attractive, at least from a stock multiples viewpoint
Small caps are trading at a discount to large caps
Growth dynamics and demographics add to the arguments in favour