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
Defying gravity
October 2025. Investor Strategy. 2025 has been an awesome year from an investment perspective, gains a-plenty and few pain points. How much of the good…
Investor Strategy
Playing “D” (diversification, that is)
September 2025. Investor Strategy. We are coming into a seasonal challenging period. Finding diverse sources of diversification remains prudent for portfolios with so many moving…
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?