market portfolio analysis

Trend Reversals

February 2022.
Investor Strategy.

This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.

Related articles

Investor Strategy

Can’t we all just get along?

February 3, 2025. Investor Strategy. 2025 has started with added volatility due to concentration in parts of the market and a noisy policy environment.

1 minute read

Investor Strategy

Cheers to 2024!

January 6, 2024. Investor Strategy. Investors walked into 2024 a little apprehensive Despite those concerns, markets pushed ahead, with global equities delivering strong returns throughout…

1 minute read

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…

1 minute read