Here is our monthly view of the financial markets and some of the thoughts that go into our investment decisions.

Rethinking the Role of Bonds in a Portfolio

Have you considered the role of bonds in your portfolio?

The BrokerageSelect Newsletter summarizes current market trends while highlighting the kind of innovative out-of-the-box thinking that Pendragon Capital Management specializes in. This issue will explore bonds and rethinking the role they have traditionally played in a portfolio.

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The Market: September 2020

After one of the strongest Augusts on record, investors continue to shake their collective heads trying to figure out a market that is doing so well when the COVID economy is in recession. As we discussed in our previous letters, the monetary support that the Federal Reserve and the fiscal stimulus by the Congress and Administration have provided the fuel to keep the markets and consumers liquid.
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