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
Facts vs feelings
April 2025. Investor Strategy. Markets don’t appear to be overreacting to tariff risks at the moment, which may change as the situation remains very fluid…
Investor Strategy
Playing defence
March 4, 2025. Investor Strategy. What appears to be the prudent strategy as new twists and turns emerge from the second round of tariffs?
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.