PAG Weekly

 January 29, 2021 |Robert Ung
It was an interesting week to say the least. Volatility surged for a brief period and then meaningfully retreated. Instead of the usual fundamental developments – the economic trajectory, path of the virus, interest rates, government policy, and earnings...
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PAG Weekly

 January 22, 2021 |Robert Ung
It was a relatively good week for global equity markets, led in particular by the global technology sector which ultimately pushed some markets to new all-time highs. Much of the world was understandably focused on the inauguration of the 46th President...
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PAG Weekly

 January 15, 2021 |Robert Ung
Things were relatively calm over the past week, as evidenced by the decline in market volatility. It’s been reassuring despite the headlines around the global Covid situation that remain troublesome. Growing comfort with the incoming U.S. administration...
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PAG Weekly

 January 08, 2021 |Robert Ung
Happy New Year. 2021 has begun where 2020 left off. Investors are looking past Covid-19 concerns and headwinds to near-term economic growth with the view that the second half of the year will mark the beginning of a more permanent and sustainable global...
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