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We are still overweight U.S. large caps, believing winners will win until a broad-based economic recovery takes hold. Our preference for investment grade U.S. bonds remains; also, we now see opportunities among high yield bonds.
Europe continues to be the poster child for understanding why central banks should avoid negative rates as a policy tool.
Recent market dislocation has created an opportunity to reposition portfolios to capitalize on the new business cycle.
We are still overweight U.S. large caps, believing winners will win until a broad-based economic recovery takes hold. Our preference for investment grade U.S. bonds remains; also, we now see opportunities among high yield bonds.
Highlights from the week of May 15 – May 21, 2020.
Europe continues to be the poster child for understanding why central banks should avoid negative rates as a policy tool.
Highlights from the week of May 8 – May 14, 2020
Highlights from the week of May 1 – May 7, 2020
While there are many parallels to draw between the current crisis and 2008, the fundamental economic backdrop that preceded COVID-19 was starkly different than the economic environment that preceded the 2008 crisis.
Highlights from the week of April 24 – April 30, 2020.
Recent market dislocation has created an opportunity to reposition portfolios to capitalize on the new business cycle.
While much uncertainty remains, one aspect of the COVID-19 market shock is clear: The Fed will not stand in the way of the economic recovery.
Fundamentals drive technicals, and technicals drive price—it’s time to own durable yield for the zero interest rate world ahead.