Signs of a Slowdown – November 2022 Review
Equities continued to rally through November, shedding the risk‐off dynamics that have presided over markets for most of 2022. Two macroeconomic factors were supporting the push higher…
Market and Investment Insights
Market Uncertainty Remains – October 2022 Review
After a period of poor performance following the rally in risk assets which started in July and ended mid‐August, global financial markets once again rebounded in October. With US equities leading global stocks…
Avoiding the Family Feud – Part 2
Avoiding the Family Feud – Part 1
COP26: Keeping Climate Issues on the Front Burner
“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.
A Tale of Two Markets
Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.