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This quarter has not been an easy one for most investors.
Volatility has created anxiety amongst investors trying to gauge the effectiveness of global response. This may be an unsolvable riddle over the near term.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well