Investing Insights
“Oil’s Well That Ends Well”: Markets Look Past Conflict
Despite volatile oil prices driven by shifting geopolitical tensions and peace negotiations, and ongoing uncertainty around inflation and the Middle East, broader markets have remained resilient. This strength in global equities is attributed to markets’ forward-looking nature and the continued resilience of corporate earnings.
The Hidden Cost of Being ‘Too Cautious’
The thought of losing money can be a primary driver when it comes to investment decision making. When people think of risk, in terms of investing, it almost always means seeing the value of their money going down. After all cash in the bank does not go down in value, right?
“Alternative” Thinking for Modern Portfolios
When building a portfolio, we think about investments within broad categories, known as “asset classes”. While stocks and bonds are often familiar categories for our investment clients, there is another category which might be less well understood: “alternatives”. This article focuses on explaining what we mean by alternatives, and the role they play within portfolios.
Managing Drawdowns Without Breaking Strategy
Charities face a unique set of challenges when it comes to managing the drawdown from their investment portfolios. These challenges are amplified when drawdowns are not approached strategically.
