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
Look through the zigs and zags
March 2023. Investor Strategy. We remain renters of any rally and like bonds a little more with every tick higher in yield. We have a…
Investor Strategy
Rent this rally, don’t buy it
February 2023. Investor Strategy. 2023 started off with a bang. The road ahead has twists & turns likely, with one downward becoming likely. Rent this…
Investor Strategy
2023 outlook: bear market end game
January 2023. Investor Strategy. 2023 should start off decently as inflation comes down a bit more, partially alleviating the markets’ biggest fear. Plus, a little…