Sof
Categories
Latest Insights
And how it could change the industry
The stage is set for a potential rerun of the 2020 election this November and many investors are aware that financial markets usually do well in a presidential election year. Election years present a unique dynamic since the normal market influences are in play plus factors related to the election.
It is difficult to imagine a pre-digital world. E-commerce, online banking, using online tools to make doctor’s appointments, and find out test results: Technology is embedded in our daily lives, offering enormous advantages to daily living -- and the broader economy.
There’s an old saying in the financial world: Liquidity is like oxygen; you only notice it when it’s gone. And some of the most important – and least noticed – suppliers of that liquidity and therefore stability to the financial system are repurchase agreements, or repos.
The Federal Reserve has sent clear signals: The era of interest rate hikes begun in March 2022 is over and rates are on hold – for now. Investors are now reading the Fed tea leaves to see when it will begin to move in the opposite direction and cut rates.
Press Release
The Unsung Hero of the Financial System: Understanding Repurchase Agreements
2024 Investment Outlook: Four Investment Themes
SOF Commentary January 2024
The Unsung Hero of the Financial System: Understanding Repurchase Agreements
From Stocks to Bonds: Historical Minimum, Maximum, and Average Returns in a Presidential Election Year