A lot has happened since the SVB collapse. Co-CIO Matt Freund shares why investors should be focusing on several key areas, including how dramatically the Fed will alter its previously stated plans and the impact this situation will have on the economy.
Read PostLast week, questions about a California bank quickly developed into the country’s first electronic bank run. Co-Chief Investment Officer Matt Freund explores what caused the crisis and how the markets are responding to this fluid situation.
Read PostWe are optimistic about the high yield market, where we see falling default rates, a supportive technical backdrop and pockets of value. These are opportunities can be maximized with active, risk-conscious security selection.
Read PostA 0.25% increase in short-term rates is unremarkable on its face, but what we’ve seen over these past few weeks points to a new dynamic in the Fed’s relationship with the market.
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