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
Making sense of the noise
August 2025. Investor Strategy. Is the relative outperformance of international equity markets vs the U.S. a signal of a changing long-term trend or just noise?
Investor Strategy
Halfway check-in: Comfortably numb?
July 8, 2025. Investor Strategy. Markets have performed well during the first half of 2025 but this strength certainly masks a lot of volatility and…
Investor Strategy
Opportunistic diversification
June 3, 2025. Investor Strategy. Diversification is alive and well. International equities have been strong this year, as many portfolios did not feel a supportive…