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
Outlook 2025: Three in a row?
December 4, 2024. Investor Strategy. 2024 was great. As was 2023. Could we make it three in a row? Inflation fears have faded, recession risk…
Investor Strategy
Halloween puts a scare in markets
November 5, 2024. Investor Strategy. With recession risk low, inflation still cooling, earnings growing (albeit a bit slower than before for 2025) all makes for…
Investor Strategy
Navigating the fog
October 8, 2024. Investor Strategy. Though markets wobbled at the start of the month, risk appetite and optimism came back. The path ahead remains uncertain;…