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Education & Insights


April 2020 Monthly Review Thumbnail

April 2020 Monthly Review

April 2020 experienced a strong re-emergence of liquidity and strength in many risk markets while the economic and social shutdown continued in the era of “Covid-19”. The positive market tone was primarily a continuation of late March’s rebound, due to broad support from the US Government and the Federal Reserve. In addition to fiscal and monetary stimulus, optimism was driven by the virus curve beginning to flatten in hard-hit areas, promises of realistic viral treatments emerging, and parts of the US economy beginning to lay out plans for “re-opening”. While these green-shoots continue, risks still remain in the social and economic landscape around the world, which was made very apparent in the oil market collapse during the month of April.

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March 2020 Monthly Review Thumbnail

March 2020 Monthly Review

March 2020 will be remembered as one of the most historic months in US history for the global pandemic, and the impact it had on global markets as the United States has become the new epicenter for COVID-19. Last month and the first quarter of 2020, many investors were reminded of the pitfalls of “chasing yield” and not owning fixed income assets outright. Even the safest bond sectors can experience long periods of volatility.

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February 2020 Monthly Review Thumbnail

February 2020 Monthly Review

Coming into 2020, most investors believed the upcoming US election would prove to be the main market-moving catalyst, however due to the coronavirus outbreak (COVID-19) and its global reach, February 2020 will be recorded as a historic month for global markets ending in an unprecedented multi-day panic in risk markets.

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Fed Cuts Benchmark Rate 50 Basis Points in Emergency Move to Protect US Economic Expansion Thumbnail

Fed Cuts Benchmark Rate 50 Basis Points in Emergency Move to Protect US Economic Expansion

This morning, the Federal Reserve cut its benchmark rate by a half percentage point in an effort to limit potential economic disruptions from the coronavirus. Markets became quite volatile immediately following the announcement. Initially, stocks went up, moved down and then up again. The yield curve shifted substantially lower, but the most noted change was the steepening of the yield curve.

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Historic Low Rates in Longer Treasury Maturities - What Does It Mean? Thumbnail

Historic Low Rates in Longer Treasury Maturities - What Does It Mean?

Due to the growing concern around the coronavirus outbreak (COVID-19) and the panic it is causing across global risk markets, the benchmark rates in 10-year and 30-year US Treasury securities have breached all-time low yields. We believe in this current situation, the bond market is providing asset diversification and a proper hedge against the negative performance in risk assets.

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