Insights
Investor Strategy
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…
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…
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…
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…
Investor Strategy
Fall Bayes(ics), finding your style
October 2023. Investor Strategy. The probability of a hard landing in 2023 has diminished. While weakness in many categories persists, the consumer has endured. But…
Investor Strategy
AI can’t rescue summer doldrums
September 2023. Investor Strategy. AI has reached its "Taylor Swift Era's Tour" moment, however everyone is welcome to the AI party. As AI becomes popular,…
Investor Strategy
Summer has flown by
August 2023. Investor Strategy. When markets keep going up, time flies. If you are wondering why this summer seems to have flown by quickly, blame…