May 2022.
Investor Strategy.
This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion of the portfolio.
Given we are seeing the worst drawdown in bonds in decades, we will review why we own bonds, what value they add to a portfolio, and what factors go into selecting the portfolio components.
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…
Investor Strategy
The importance of asking ‘why’?
April 1, 2024. Investor Strategy. With Q1 2024 now behind us, we’re asking three key questions. Why are we: - positioned the way we are?…