PT Asset Management, LLC

Author: Cait

  • The Great Cash Carve-Out: Making Room for Bonds This Thanksgiving

    The Great Cash Carve-Out: Making Room for Bonds This Thanksgiving

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    by

    Cait
    in

    Shape of the Markets-November 2025 The Great Cash Carve-Out: Making Room for Bonds This Thanksgiving Download the PDF Cash parked in money-market funds is now at record levels, with an estimated $7.5 trillion in money markets.1It’s not hard to fathom why investors may be parked in cash, whether it be fear, or inertia. The S&P…

  • Shape of the Markets – October 25

    Shape of the Markets – October 25

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    by

    Cait
    in

    SHAPE MANAGEMENT IN PRACTICE Shape of the Markets Download the PDF We had the pleasure of welcoming a handful of clients and advisors to Chicago last month for our “Bond University,” where we provide a deep-dive analysis into Shape Management and why we invest the way we do. We start our time together by diving…

  • Shape of the Markets – July 25

    Shape of the Markets – July 25

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    by

    Cait
    in

    THE GO-FORWARD OPPORTUNITY IN BONDS Shape of the Markets Download the PDF In March 2020, the Covid-19 pandemic led to mass quarantines, travel bans, and business shutdowns. Fears of deflation and a global recession, or even depression, led to market panic. The S&P 500 fell 34%.1 The VIX spiked to record levels. 1 There was…

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