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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

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…

48 minute read

Investor Strategy

2023: A year in review

January 2024. Investor Strategy. Despite all the headlines, twists and surprises along the way, 2023 was a great year for investors. Of course, we can…

27 minute read

Investor Strategy

2024 outlook

December 2023. Investor Strategy. For any Shakespeare lovers, we are in the third act, which we believe will include a recession. We are closer to…

52 minute read

Investor Strategy

Here for a good time, not a long time

November 2023. Investor Strategy. Markets and the economy are adjusting to higher costs & less abundant capital. Changes take time to work through, and could…

40 minute read