Market Commentary

Market Commentary Q2 2020

November 30, 2020

Introduction  Financial markets rebounded sharply as the Federal Reserve continued its stabilization efforts. The Fed’s swift and aggressive response, a multi-pronged stimulus effort involving both asset purchases and lending facilities, drove most asset prices higher. Initially concentrated in sectors directly targeted by the Fed’s intervention, the recovery eventually seeped into adjacent markets as investors were…

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Market Commentary Q1 2020

August 24, 2020

Report Highlights While the turmoil of March was difficult to navigate, it ultimately should present us with a compelling investment landscape for the foreseeable future. Far too often in periods of distress in structured credit, the market paints an entire sector with too broad a brush, overlooking structures that are resilient against the economic backdrop.…

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