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Funds Commentary

Limited Partnership Funds

 
 
July 2020 Commentary

Investors enjoyed further gains in risk assets during July 2020 thanks to the unprecedented amount of liquidity provided by central banks and the exceptional messaging power of Fed Chair Powell. Sure, some folks will credit improving trends in COVID-19 case counts or better than anticipated economic data, but let’s not kid ourselves, the Fed, accompanied by President Trump, is holding the biggest party markets have ever seen.

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