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
AI can’t rescue summer doldrums
September 2023. Investor Strategy. AI has reached its "Taylor Swift Era's Tour" moment, however everyone is welcome to the AI party. As AI becomes popular,…
Investor Strategy
Summer has flown by
August 2023. Investor Strategy. When markets keep going up, time flies. If you are wondering why this summer seems to have flown by quickly, blame…
Investor Strategy
Mid-year check: Everything ‘K?
July 2023. Investor Strategy. 'K' is used to denote a divergent two-pronged recovery — the portion of the letter going up to the right representing…