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Despite our expectations for a dreadful drop in 2Q20 output, we believe a recovery will commence in 3Q20 and lead to a meaningful acceleration beginning in 2021
Massive intervention helped corporate credit stage a recovery in April/May—with summer approaching the Fed turns its attention to the securitized credit markets
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 June 19 – June 25, 2020.
Despite our expectations for a dreadful drop in 2Q20 output, we believe a recovery will commence in 3Q20 and lead to a meaningful acceleration beginning in 2021. Accordingly, stocks still look more attractive to us than bonds.
Highlights from the week of June 12 – June 18, 2020.
Massive intervention helped corporate credit stage a recovery in April and May—with summer approaching the Fed turns its attention to the securitized credit markets.
Highlights from the week of June 5 – June 11, 2020.
Highlights from the week of May 29 – June 4, 2020.
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.
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.
Recent market dislocation has created an opportunity to reposition portfolios to capitalize on the new business cycle.