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
Technically speaking
7 July 2026. Investor Strategy. The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets…
Investor Strategy
Beneath the surface
2 June 2026. Investor Strategy. May was another strong month for markets, with North American equity indexes reaching new record highs despite ongoing economic and…
Investor Strategy
V is for victory, for now
5 May 2026. Investor Strategy. While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile…