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The Evans Value Fund
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June 30, 2020
Months after lockdowns were first imposed in response to the COVID‐19 pandemic, countries around the world have slowly begun to emerge from hibernation. While the public health consequences of the virus have gradually become somewhat clearer, the economic fallout of the actions that have been taken are still very much unknown.
June 30, 2019
Two years after long‐term government bond yields began to rise from historic lows, rates have fallen again. The 10‐year U.S. Treasury bond yield recently fell below 2% while the 10‐year Government of Canada bond yield fell to 1.5%, levels not seen since 2016 during the height of the deflation scare.
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