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
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.
Investor Strategy
Cheers to 2024!
January 6, 2024. Investor Strategy. Investors walked into 2024 a little apprehensive Despite those concerns, markets pushed ahead, with global equities delivering strong returns throughout…