Our Blog

A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails. Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging. Weekly updates from December 2018 forward to present day are currently available. Older vintages will be added as we're able.

Coronavirus: Important Strategy Perspective

Feb 28, 2020 |Nick Scholte

What we have done, and what we foresee in the days, weeks and months ahead.

Special Update - A Shift to Underweight Equities has Been Made

Feb 25, 2020 |Nick Scholte

Community spread of the coronavirus outside of China has prompted a warning from the CDC. A special investment panel hosted internally by RBC suggests the economic impact of the coronavirus may be underappreciated.

The Coronavirus vs The U.S. Economy

Feb 21, 2020 |Nick Scholte

The Vice Chairman of the Federal Reserve describes the U.S. economy as " a good picture". Meanwhile, the coronavirus appears to be taking hold outside of China's borders. Prudence has me taking a neutral stance.

In a Quiet Week, Here is the 30,000 Foot View

Feb 14, 2020 |Nick Scholte

As always, the number one "bogey" we are trying to avoid is recession. Absent a material worsening of the coronavirus outbreak, we don't see recession as our base case for 2020. Portfolios are positioned accordingly.

Woulda, Coulda, Shoulda... But Comfortable I Didn't

Feb 07, 2020 |Nick Scholte

As expected, Manufacturing has indeed rebounded and confirmed strengthening economic readings elsewhere. But coronavirus concerns keep me from adding back equity. This may change early next week.