Mads N.S. PedersenJun 30, 2020Progress in the process of healing - Increasing allocations to equities and high yieldIn the June edition of our Global Market View publication, we provided an update on why the divergence between macro and market, while...
Mads N.S. PedersenJun 16, 2020The divergence between macroeconomics and financial marketsAs widely reported, the world’s most closely followed equity market, the S&P 500 recovered all the way back to where it started the year....
Mads N.S. PedersenJun 1, 2020Limiting losses, capturing the upsideThe US Federal Reserve and the US Congress have shown a willingness to take action that is unprecedented outside of the state of war and...