Please take a look at our top blog posts from the week.

Top posts:
 

Our mid-year update - Week ending June 30th, 2023

• We review the first half of the year, summarize the firm's "mid-year outlook", and discuss fixed-income's re-emergence as a portfolio tool.

 

Rallies, recessions and realistic thinking

• The S&P 500's rally over the past nine months doesn't feel like the start of a new bull market, but rather like the last leg of the current rally.

 

 

 

Please feel free to share this with anyone you think would enjoy it. Don't hesitate to contact us if you have any questions.

All the best,
Eric, Vito and Rachelle