Diary of a Portfolio Manager

 April 26, 2022 |Todd Kennedy
Good day Based on conversations we have had over the past month, both in and out of the office, there is some lamenting on how bad things are from an economic point of view. Apparently a recession is imminent. Really? Why do people calling for doom and...
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Diary of a Portfolio Manager

 April 14, 2022 |Todd Kennedy
Good day There is a lot of focus on the near-term investment outlook. It remains murky. What are some issues that investors are grappling with? The war in Ukraine Covid-related lockdowns in China Volatility in the commodity markets Inflation at multi-decade...
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Diary of a Portfolio Manager

 April 01, 2022 |Todd Kennedy
Good day Happy April Fool’s Day! As a 12 year old, this was a day that I actually planned for like it was some sort of holiday to be celebrated. Not so much now. My daughters, when I discussed with them what special pranks they had planned for today,...
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