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Cash allocations remained largely unchanged from the prior week closing at 3.98% from 3.93% the prior week.
U.S. Treasury yields fell in response to continued risk-off market sentiment.
Investors continue to pressure tech downward. State and local stimulus remains a sticking point for Congress.
The 30-day correlation of the S&P 500 market cap and equal weighted indices has fallen to an all-time low as the returns of smaller and larger companies has diverged.
What – other than the election – should be commanding investor attention these days? Our vote would be the bond market.
CLOs continued their rebound in the third quarter, but the potential for volatility going forward is high. In this environment, there may be benefits to moving up in quality.
In case you missed it, check out the replay of September's Market Insight Call! Michael Gates and Tushar Yadava from BlackRock gave their thoughts on the markets and shared what they're keeping an eye on as we head into the elections.
The hearings for U.S. Supreme Court nominee Amy Coney Barrett have almost concluded and it is likely the Senate Judiciary Committee will vote to approve her nomination later today.
Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.