2025 Strategy

Dec 10, 2024 | Doug & Chris

As we approach 2025, the global investment landscape presents both opportunities and challenges, shaped by shifting economic conditions, evolving monetary & fiscal policies, and technological advancements. The year ahead will require a thoughtful portfolio management, balancing the pursuit of growth with a heightened focus on resilience amid potential market volatility. We share our thoughts on how to position at this juncture. You can download our Presentation by clicking on it.

Bond Market Update

 July 09, 2024 |Doug & Chris
On March 26, we published our 2024 strategy, which can be found here. After analyzing the latest economic data, we thought it would be timely to share our thoughts on the fixed income market. You can download our presentation by clicking on it.
Read more

2024 Strategy Update

 March 26, 2024 |Doug & Kein
The market has experienced significant changes since our last strategy piece. For one, the Fed dot plot came lower during the December meeting. This development is on the heels of a lower predicted inflation number for 2024. The markets appreciated the...
Read more