Insights
“Don’t fight the Fed.” This old adage has been proven right over many short time periods, second quarter 2020 the most recent among them.
Gold’s unique risk-return characteristics have given it the rare ability to maintain its real value in both inflationary and deflationary environments, while also serving as a potential hedge against extreme equity market drawdowns and thus a source of resilience for stock portfolios.
On June 10, 2020, we spoke with Max Belmont about recent market developments and gold’s strategic relevance in today’s market.
Broadly syndicated loans are a sizable component of the US credit market, but, surprisingly, they are not widely followed or well understood.
On April 7, 2020, we spoke with Idanna Appio about recent market developments and the potential short- and long-term macroeconomic impacts of the coronavirus pandemic.