Insights
Investor Strategy
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.
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…
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…
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…
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…
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?…
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…