Thrivent
Market and asset-allocation insights from Thrivent.
United States4 articles
Multi-AssetEquitiesFixed Income
Research
ThriventMulti-Asset
Investing Insights | Thrivent Mutual Funds
This page is a fund marketing and content hub from Thrivent Mutual Funds, offering investors three ways to access their mutual funds and ETFs alongside a library of market update videos and investing essentials articles. Topics covered across the linked pieces include inflation, interest rates, tariffs, AI, employment, and market volatility, primarily aimed at retail and self-directed investors.
ThriventEquities
June 2026 Market Update | Thrivent
Thrivent Asset Management's monthly market update reviews May 2026 performance, highlighting broad U.S. equity gains driven by strong earnings and AI enthusiasm, alongside rising inflation (headline CPI at 3.8%, Core PCE at 3.3%) and volatile Treasury yields amid Middle East geopolitical tensions. The piece outlines a modestly overweight equities stance versus fixed income, a preference for U.S. large- and mid-cap stocks, and a moderate overweight to duration via long-end Treasuries as a hedge against potential economic slowdown from energy costs.
ThriventMulti-Asset
Thrivent Asset Management: Q2 2026 Asset Allocation Outlook
Thrivent Asset Management's quarterly asset allocation outlook maintains a modest overweight to equities despite Middle East-driven market volatility, favoring U.S. large-cap stocks over international and emerging markets. On fixed income, the firm prefers longer-duration Treasuries and higher-quality credit, expecting the Fed to hold rates steady while inflation remains contained per TIPS and treasury swap signals.
ThriventMulti-Asset
May 2026 Market Update | Thrivent
Thrivent Asset Management's monthly market update reviews April 2026, during which the S&P 500 surged 10.42% - its best month since November 2020 - driven by strong corporate earnings, with ~84% of reporting companies beating expectations. The piece outlines a modestly overweight equity stance, a preference for large- and mid-cap stocks, duration overweight via long-end Treasuries as an economic hedge, and caution tied to Middle East geopolitical risks and rising inflation.