Insights

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

The trade war remains in its early stages, with U.S. tariff revenues trailing behind announcements into the summer. Nevertheless, import tariffs collected as a share of U.S. imports have already risen to their highest level since the 1940s.

The Top & Tail Lucas Paulino on Markets, Money, and Economics

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

The State of the Housing Market Goes Mainstream Over supply today, developers cancel new projects – supply shortage in 5 years? Balanced Model up +1.12% in July to $1,081,868, +8.19% YTD

There’s No Bad Weather – Just Bad Clothing How do we gauge tensions in the middle east? Oil prices Balanced Model up +2.65% in June to $1,049,109, +4.9% YTD

Capitulation complete, aren't you glad you didn't sell? Markets even on the year – will we keep rallying, reverse, or stagnate? Balanced Model down -0.97% in April to $1,022,005, +2.2% YTD

The Orange Recession - Time for a trip to Costco “Tariffs” the new blanket reasoning for price hikes on retail goods Balanced Model -0.71% in March to $1,032,023