Posts by atpw_admin

Market Pulse – April 2020

KEY TAKEAWAYS Was the March selloff just a figment of our collective imaginations? The midpoint recovery we saw in April “only” required a 150-basis-point rate cut by the Fed and a $4 trillion federal emergency cash bailout package from Congress and the administration. (1) At long last, some around the country were freed from their homebound status. Economic data is beginning to look dismal, as expected, but seems to have had little impact on stock prices as of the end of the month. Read the full article in the downloadable PDF »
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Market Pulse – March 2020

The equity markets started March with a mild reprieve from the late-month selloff in February, finishing the first week of the month nearly flat. However, during the first weekend of March, the dominoes started falling and almost broke the high-quality fixed income market. The one-two punch from coronavirus taking hold in the US and Saudi Arabia abandoning OPEC+ spooked the equity markets and triggered significant selling across the board. Read the full article in the downloadable PDF »
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Market Brief – 3/27/2020

After weeks of negative market returns, we saw a reprieve starting on Tuesday. While the equity markets were up, the high quality credit markets were relatively speaking, up more. The attached piece is more reflective of the last 10+ years and has a focus around what we saw in the last couple of weeks of the high quality fixed income market and broad portfolio management.   Read the full article in the downloadable PDF »
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