Insights
Investor Strategy
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.
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…
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;…
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.