Michael's Blog

A rally in the closing months of 2023 highlighted small caps’ potential to generate strong returns, however since the start of the new year, the asset class has reversed course. Today we’ll examine prospects for the small cap sector in 2024. After sprinting...

Global bonds are coming off one of their best performances in decades as expectations swelled late last year that central banks could soon pivot to rate cuts. But could a re-acceleration in inflation put this rise in jeopardy to start the new year? The...

When 2023 started, investors braced themselves for what many believed to be a year of pain for equity markets. But a funny thing happened. The expected pain became gain. We look back at the five key catalysts that turned the U.S. investment environment...