PAG Biweekly

 May 19, 2022 |Robert Ung
Global equities remain under pressure. Investors are grappling with a host of headwinds that are beginning to challenge the economic and earnings growth outlook. More recently, investors have been digesting the results from a number of consumer companies...
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Inflation, the growth outlook, and some thoughts on fixed income

 May 18, 2022 |Robert Ung
Mark Bayko and Jim Allworth from the Global Portfolio Advisory Committee discuss the outlook for inflation and its impact on the broader economy and markets, as well as give an update on our recession scorecard. They also discuss the fixed income segment...
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PAG Biweekly

 May 10, 2022 |Robert Ung
Volatility has picked up noticeably in recent weeks, with rather large swings higher and lower. To make matters more painful for portfolios, bond prices have moved lower, suggesting they have not offered the kind of diversification benefits investors...
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