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Changing Tides Portfolio Construction

Changing Tides

Markets | Dec 31, 2020

Closing out 2020 Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the strongest returns, while beaten down sectors (real estate, energy and financials) and styles (value) came back into favour. In the…

Turning the Corner

Markets | Dec 1, 2020

Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges. As we write this, Pfizer Inc….

All that glitters is not gold

All that Glitters is Not Gold

Markets | Aug 21, 2020

The price of gold has rallied this year from US$1,517 an ounce at the start of the year to US$1,975 as of July 31. What was the driver behind this recent surge? The COVID-19 pandemic and lockdowns have caused the steepest drop in gross domestic product (GDP) in modern history….

Beggar Thy Neighbour

Markets | Aug 30, 2019

A beggar-thy-neighbor economic policy is when one country attempts to remedy its economic problems by means that tend to worsen the economic problems of other countries. In the last few weeks, the trade war has morphed into a potential currency war, in which countries devalue their currencies to get a…