PAG Weekly

February 26, 2021 |Robert Ung
Investors continue to be on edge about rising bond yields, which moved higher yet again over the past week. Anxiety persists despite commentary from U.S. Federal Reserve Chairman Jerome Powell who reiterated that any inflationary pressure this year is...
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PAG Weekly

February 19, 2021 |Robert Ung
Equity markets were generally flat over the past week. But, the more noticeable action occurred in the bond markets, where an increase in yields has gained steam of late. This left investors wondering whether they should be reassured as it’s another sign...
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PAG Weekly

February 12, 2021 |Robert Ung
Increasing confidence that the pandemic is under control and that a very robust economic and earnings recovery will soon be upon us has been the narrative in the global equity markets over the past few weeks. One of the best performing sectors so far...
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PAG Weekly

February 05, 2021 |Robert Ung
The past week was highlighted by a meaningful decline in volatility, as investors shifted their attention back to fundamental factors – Covid, the economic backdrop, monetary and fiscal policy, and corporate earnings. Trends on this front are either headed...
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