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…

22 minute read

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;…

27 minute read

Investor Strategy

Don’t go down

September 3, 2024. Investor Strategy. Despite a rough start, the S&P 500 secured its 4th winning month. Volatility is high, but resilience is higher.

32 minute read

Investor Strategy

No summer doldrums

August 7, 2024. Investor Strategy. EXTRA! EXTRA! Special edition on the carry trade. Sometimes, you are driving along nicely, and suddenly, your car is jolted…

41 minute read

stadium lights at a open field

Investor Strategy

Second half challenges ahead

July 3, 2024. Investor Strategy. The trend is your friend, or so the saying goes. If this holds, the second half should be some pretty…

38 minute read

Investor Strategy

This calm won’t last

June 5, 2024. Investor Strategy. The summer months might see quiet markets, or maybe this lack of volatility across many asset classes is the calm…

29 minute read

Investor Strategy

Goldilocks and the bad news bears

May 6, 2024. Investor Strategy. There is lots of good and bad news these days. While our fear of a recession has diminished over the…

32 minute read

Investor Strategy

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?…

30 minute read

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…

29 minute read