Tag: markets

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.