GNMAs can be a compelling way to defend against unexpected market shocks, offering a risk profile similar to U.S. Treasuries but with higher yields.

For investors looking for better potential return opportunities and diversification benefits, we see three reasons to venture beyond U.S. stocks.

U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?

Thanks broadly to pressure from elevated policy uncertainty, recent weeks have brought us a sharp rout in global markets—erasing trillions in value...

Large cap growth U.S. equities moved lower as the dollar declined and yields fell with a steeper curve.

Barriers to open trade are rising at a pace not seen in decades, as the initial brunt of President Donald Trump’s sweeping tariffs proliferate through major economies. What began as a trade spat during Trump’s first term has broadened into a worldwide reshuffling of supply chains, with tariffs, anti-dumping duties, and import quotas escalating across the globe.

Pomona Capital is in active discussions with portfolio fund GPs to monitor the potential impact of the developments in tariff policies on our portfolios.

Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.

Markets experienced violent swings as equities vacillated throughout the week, treasuries sold off, and the dollar weakened.

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