Where Are Investors Placing Recovery Bets? Reviewing Fund Flows in Q2 2020

In the first quarter of 2020, the covid-19 pandemic impacted both equity and fixed income markets, with the S&P 500 Total Return (^SPXTR) down 19.6% and the Bloomberg Barclays US Aggregate (^BBUSATR) 3.2% higher through the end of Q1. However, it’s been a different narrative since the market bottomed-out in the final weeks of March. … Continued

Economic Update — Reviewing Q1 2020

The first quarter of 2020 was one for the record books. Major indices set all-time-highs in mid-February and extended an already historic bull market into 2020 before the spread of COVID-19 sent equity markets into a nosedive. Since then, investors have seen some of the best and worst single days in market history as investors … Continued