In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Brent Vandermeer, Senior Portfolio Manager provides a video overview of Q3-2023 and the ever-changing markets.
In our September 2023 commentary, we discuss: A new baseline for gold; Unintended consequences of the Russian oil price cap; Prices of metals needed for the transition to renewables; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
In our August 2023 commentary, we discuss: Lasting impacts from central bank policies; Bankruptcy from the UK’s second-largest city; Opportunities in private credit; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Traders are beginning to express skepticism about the sustainability of the stock rally year-to-date and are issuing warnings about a potential market downturn later in the year. Despite optimism surrounding a US debt-ceiling…
The Q1 2023 US earnings season has begun and will show the impact of the Fed’s monetary policy on corporate profitability. Year‐over‐year earnings growth is expected at…