Throughout the year, our team of talented investment professionals identify and research compelling trends in the financial markets. We share some of those ideas with you each week in our Chart of the Week blog posts. As we near the end of 2020, we wanted to take the opportunity to highlight some of the most viewed posts of the year. While all articles are widely read, these four made the list. We hope you enjoy them, once again!
1. Here Come the Distressed Funds
Source: ICE Data Indices, LLC; as of April 15, 2020
2. The Traditional 60/40 Portfolio Strategy and Risk Parity
Source: Bloomberg; as of April 30, 2020
3. Mortgage Rates Set to Move Lower
Source: Bloomberg
4. New Challenges for Non-Agency RMBS in 2020
Sources: J.P. Morgan, CoreLogic, Freddie Mac
The material provided here is for informational use only. The views expressed are those of the author, and do not necessarily reflect the views of Penn Mutual Asset Management.
This material is for informational use only. The views expressed are those of the author, and do not necessarily reflect the views of Penn Mutual Asset Management. This material is not intended to be relied upon as a forecast, research or investment advice, and it is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
Opinions and statements of financial market trends that are based on current market conditions constitute judgment of the author and are subject to change without notice. The information and opinions contained in this material are derived from sources deemed to be reliable but should not be assumed to be accurate or complete. Statements that reflect projections or expectations of future financial or economic performance of the markets may be considered forward-looking statements. Actual results may differ significantly. Any forecasts contained in this material are based on various estimates and assumptions, and there can be no assurance that such estimates or assumptions will prove accurate.
Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. All information referenced in preparation of this material has been obtained from sources believed to be reliable, but accuracy and completeness are not guaranteed. There is no representation or warranty as to the accuracy of the information and Penn Mutual Asset Management shall have no liability for decisions based upon such information.
High-Yield bonds are subject to greater fluctuations in value and risk of loss of income and principal. Investing in higher yielding, lower rated corporate bonds have a greater risk of price fluctuations and loss of principal and income than U.S. Treasury bonds and bills. Government securities offer a higher degree of safety and are guaranteed as to the timely payment of principal and interest if held to maturity.
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