Portfolio Strategy Quarterly
Portfolio Strategy Quarterly I Q1 2025
We live in an era where there is a great deal of uncertainty, which is driving a lot of investors to begin to climb the “wall of worry” I’ve always found that the best way to deal with fear is to put it front and centre and address it.
Portfolio Strategy Quarterly I Q4 2024
What a journey! Returns so far in 2024, for both risk assets and risk-control assets, are set to be among some of the best in recent years. For many, it’s the mirror image of 2022, when both equity and bond prices fell amid aggressive rate hikes.
Portfolio Strategy Quarterly I Q3 2024
With hostilities rising in the Middle East and Europe, uncertainty around artificial intelligence, and political upheaval in some of the world’s largest democracies, financial markets must be in in turmoil, right? Simply put, no. In fact, the first half of 2024 will go down as one of the calmest in history — at least insofar as markets are concerned.
Portfolio Strategy Quarterly I Q2 2024
Consider how Dickens’ A Tale of Two Cities so perfectly captures the spirit of our times. Hope versus gloom, stability versus disorder, prosperity versus suffering — such duality also captures the spirit of today’s financial markets.
Portfolio Strategy Quarterly I Q1 2024
Today, investors are like pilots. In the same way that pilots rely on numerous gauges and instruments to keep themselves in the air, investors rely on numerous data points to plot the path ahead, as well as the “altitude” of the business cycle and the direction the winds are blowing.
