Post-traumatic economic stress

Aug 05, 2020 |Jay Zhang

After the shock of a sharp Q2 contraction in U.S. GDP, signs point to a prolonged COVID-19 convalescence for the world’s largest economy. Meanwhile, prospects for other economies appear mixed.

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The high price of low rates

Jul 28, 2020 |Jay Zhang

A confluence of several factors has pushed the average yield on U.S. investment-grade corporate bonds below 2% for the first time, while premiums for those bonds have risen to previously unseen heights. But despite market rallies, we believe pockets

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Just one part of the ensemble

Jul 20, 2020 |Jay Zhang

While the occupant of the Oval Office dominates the American stage, when it comes to influence on financial markets, the reality is that the president is less a lead player and more a member of a chorus.

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Change in the air

Jun 30, 2020 |Jay Zhang

The past several years had seen the grand European experiment put to the test. And then when COVID-19 swept in, it faced a fresh threat.

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U.S. equities: Is the glass half full?

Jun 23, 2020 |Jay Zhang

The U.S. equity market’s mood has swung between enthusiasm and caution over the past month. Though central banks’ intervention has been remarkably impactful, the shape of an economic recovery from COVID-19 is uncertain.

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When Wall Street bypasses Main Street

Jun 08, 2020 |Jay Zhang

The U.S. equity market continues to race ahead, even as businesses struggle with the economic gridlock created by COVID-19 shutdowns and society grapples with the effects of racial injustice.

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swimming pool

When the Fed goes low, we go high

Jun 05, 2020 |Jay Zhang

The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yieldslow. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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Style guide

May 25, 2020 |Jay Zhang

Growth vs. value, it’s an age-old debate. Given the COVID-19 dynamics of today’s equity market, which style is more apropos?

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Lopsided leadership

May 22, 2020 |Jay Zhang

It’s been a heady run for U.S. stocks off the bottom, yet at the same time the rally has had a distinct lack of diversity.

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Trade tantrum?

May 15, 2020 |Jay Zhang

As if economies and markets didn’t already have their hands full, U.S.-China trade tensions have been rekindled. While it’s unlikely a new, full-blown trade war will be unleashed, the two rivals are likely to lock horns over the next few months. This

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