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Articles

This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.

Investment Review

Q2 2021
Of course, there are still obstacles ahead, but the outlook continues to be one of resounding promise.
Q1 2021
The pandemic is not over but it does look like we have entered the final phase.
Q4 2020
Virus + Vaccine = Volatility. After surging and retreating in the spring and the summer, the Covid-19 pandemic has worsened...
Q3 2020
The good news is that the world’s economies have proven more resilient to the COVID-19 crisis than many had feared...
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Monthly Insight

Equal vs. Market Cap Weighted Stocks September 2021
The 1990’s saw the launch of equal weighted indices in the U.S. which have outperformed their traditional cousins, the long...
REITs vs. Interest Rates August 2021
The prevailing line of thinking in the investment world is that rising interest rates will spell doom for Real Estate...
Inflation vs. Returns July 2021
The demand for safe haven assets has surged as inflation fears begin to grow. Inflation is defined as a rise...
Market Timing Mirage June 2021
Stock investors often hear about the axiom “sell in May and go away” around this time of year. It implies...
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