Low and Negative Global Rates!

Nov 21, 2019 |Mark Porretta
I recently came across a great discussion piece about structural change in the global interest rate market. The change is lower and negative interest rates globally. I think this is something that everyone needs to think about in greater detail. I believe...
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A Guide to Recession

May 31, 2019 |Mark Porretta
Last week we had a meeting with one of our investment partners and were handed an internal marketing item that we found rather interesting. It discussed a topic that’s on everyone's mind – when will the next recession start. What we liked about this marketing...
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Changing profit environment for U.S. companies

Feb 15, 2019 |Mark Porretta
Much of the last 8 years has been a prosperous time for many investors. With the most recent Q4 correction, investors recently became worried that it was something more. While we haven't experienced a worse December for the S&P 500 since 1930, it has...
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Strategic Alliance Between RBC GAM and BlackRock

Jan 29, 2019 |Mark Porretta
Some interesting news came out on Tuesday between RBC GAM and BlackRock. RBC GAM and BlackRock are forming a strategic alliance to bring together the ETF families to create RBC iShares and a $60 billion pool of index-based investments. This is another...
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Buffet does it again!

Jan 29, 2019 |Mark Porretta
As retail investors we tend to forget the golden rules of successful investing. One of these great rules is "Be greedy when others are fearful and be fearful when others are greedy." The strategic translation for Portfolio Managers and investors is to...
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