Investment briefing
Eyes On The Prize
Just what is going on? Although equity markets scraped and banged into positive territory in the first quarter of 2023, it was a painful, gritty experience.
Investment briefing
To Hedge Or Not To Hedge? That Is The Question
Looking back over last decade, it is very evident (in the rear-view mirror) that there has been more than a little variance associated with holding US dollars and dollar-priced assets.
Investment briefing
Bear markets start for various reasons, but the root cause is constant. Too much debt, too much euphoria and always, the lure of a new paradigm.