Investment Insights

Investment Insights: Market Dislocations Creating Investment Opportunities

29 May 2020

The 1st quarter of 2020 was the worst starting quarter for U.S. equities (i.e., S&P 500) since 1928. Fixed income markets didn’t fare much better. As central banks and governments responded to the healthcare crisis, April witnessed the beginning of a rebound. In the case of U.S. equities, it was the 12th best month we’ve seen since 1928.  However, fixed income markets remain dislocated.  Our Investment Team sees investment opportunities around the corner in the fixed income market. They provide rationale for the why looking in the bond market may make sense for certain investors as well as where to look for opportunities as rhetoric gives way to more rationale thinking in the months ahead.


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