PAG Biweekly

 June 30, 2021 |Robert Ung
Market developments may not be top of mind these days. After all, the economy is finally reopening and summer is now officially upon us. We take the opportunity below to reflect on the current backdrop and market narrative which we expect to persist into...
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PAG Biweekly

 June 18, 2021 |Robert Ung
All eyes were on the U.S. Federal Reserve this past week. And, it did not disappoint, at least with respect to the buzz generated within the investment community. The Fed, as it is often referred to, appears to be preparing for a shift in its approach...
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PAG Biweekly

 June 04, 2021 |Robert Ung
It has been an uneventful few weeks, with volatility near the lows for the year. Government bond yields have remained in a tight range for the past few months, which stands in contrast to the larger swings witnessed earlier this year. Inflation concerns...
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