QIC's Stuart Simmons, Head of Currency, discusses the latest COVID-19 updates and currency market impacts and provides a breakdown of the elevated rate of infections in the U.S. – which has been flagged as a recurring theme in the second half of the year.
Beverley Morris, Director of Fixed Income & Absolute Return, discusses the weekend's bond market activity, which are caught between monetary and fiscal policies.
Credit markets reacted to news from the Fed in regards to primary and secondary market corporate credit facilities beginning to purchase in early May. Richard Garland, the Senior Portfolio Manager & Research Analyst of Global Credit talks more to this, with a further breakdown from Phillip Mall, the Director of Credit, and Paul Nicholson, the Director of Global Absolute Return & Income Funds.
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