Quarterly Market Outlook & Strategy Report
Leigh Bivings, Ph.D., CFP®, CDFA™
May 1, 2023
Many investors have been wondering why markets are going higher if problems in financial markets are emerging and the economy seems to be signaling that
Many investors have been wondering why markets are going higher if problems in financial markets are emerging and the economy seems to be signaling that
The outlook for 2023 is foggy, with little agreement amongst forecasters on how the year may shake out. But everyone agrees that inflation and monetary
In light of the poor performance of a classic 60% public equity and 40% bond portfolio in 2022, this report focuses on the ‘allure’ of
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,
This quarter’s report begins with a year-end summary of the markets in 2020 (and what a year it was!) before turning to our outlook and
Every financial asset trades at a level that is related to the present value of its future expected cash flows. That is, unless buyers and sellers are
Below is a copy of a note I recently sent to our investment management clients about the market’s recent turbulence. We thought it might be
As one very well-respected British commentator (Martin Wolf) remarked over the weekend, “The hinge between the EU and the English-speaking powers has been snapped. This
I have been watching events in Greece very closely. I’ve learned a fair bit and thought I’d share some of my thoughts with all of
I recently wrote a letter to the firm’s clients (see also my October 17th blog post) in which I derided Germany’s longstanding antipathy towards any kind
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