February 2022.
Investor Strategy.
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.
Investor Strategy
Back to the drawing board
8 September 2026. Investor Strategy. Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more…
Investor Strategy
Extra time
5 August 2026. Investor Strategy. Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data…
Investor Strategy
Technically speaking
7 July 2026. Investor Strategy. The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets…