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.
Insights
The importance of asking ‘why’?
April 1, 2024. Investor Strategy. With Q1 2024 now behind us, we’re asking three key questions. Why are we: - positioned the way we are?…
Investor Strategy
Bubbles popping and gravity are inevitable
March 5, 2024. Investor Strategy. The history of markets is filled with examples of bubbles, but gravity inevitably exerts its force. Could the next bubble…
Investor Strategy
Bulls vs bears
Investor Strategy. February 2024. As market sentiment becomes bullish or bearish, it may present an opportunity to take the opposite stance. Reading the tea leaves…