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.
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…
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…