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
Second half challenges ahead
July 3, 2024. Investor Strategy. The trend is your friend, or so the saying goes. If this holds, the second half should be some pretty…
Investor Strategy
This calm won’t last
June 5, 2024. Investor Strategy. The summer months might see quiet markets, or maybe this lack of volatility across many asset classes is the calm…
Investor Strategy
Goldilocks and the bad news bears
May 6, 2024. Investor Strategy. There is lots of good and bad news these days. While our fear of a recession has diminished over the…