June 2022.
Investor Strategy.
This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used properly and in the right sectors.
We will then have a look at current market dynamics, where good news might be bad news, and bad news good. Are we in opposite land? Maybe so.
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…