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
Proceed with caution
5 October 2026. Investor Strategy. Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years…
Investor Strategy
Back to the drawing board
8 September 2026. Investor Strategy. Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more…
Investor Strategy
Extra time
5 August 2026. Investor Strategy. Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data…