Investment Outlook

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Zero Interest Rate Policy (ZIRP) – Get Used to It

October 21, 2020

There are still opportunities to prepare portfolios today for the low-yield world ahead—we see the most value in select areas of the CMBS market.

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Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the coronavirus pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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The Beta Trade is Over: Winners and Losers Start to Emerge

September 23, 2020

Fixed income markets have staged a significant recovery since April — the focus is finally starting to shift back to fundamentals.

Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the coronavirus pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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