June 2022.
Investor Strategy.
This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used properly and in the right sectors.
We will then have a look at current market dynamics, where good news might be bad news, and bad news good. Are we in opposite land? Maybe so.
Investor Strategy
Facts vs feelings
April 2025. Investor Strategy. Markets don’t appear to be overreacting to tariff risks at the moment, which may change as the situation remains very fluid…
Investor Strategy
Playing defence
March 4, 2025. Investor Strategy. What appears to be the prudent strategy as new twists and turns emerge from the second round of tariffs?
Investor Strategy
Can’t we all just get along?
February 3, 2025. Investor Strategy. 2025 has started with added volatility due to concentration in parts of the market and a noisy policy environment.