Jamieson Coote Bonds (JCB) has compiled its top five blog posts to close out the first half of the year including insights on the fall into bear market territory as a result of Covid-19, why bond markets haven’t bought into the equity market rebound, and how corporates and small to medium enterprises’ balance sheets will be tested once the fiscal and monetary programs cease. These themes are still relevant today and we hope it helps to make sense of the economy and markets for our investors.
1. Why bond markets haven’t bought into the financial optimism
2. Markets express their five stage of grief
3. Settle in for a long crises
4. Demand and supply disruptions in the global economy
5. Liquidity might not work this time (Part 1 and 2)
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