This month, we interviewed Nick Griffin, Chief Investment Officer and founding partner of Munro Partners. He and his investment team are based in Australia and
This month, we interviewed Matthew Strauss, the portfolio manager of our emerging markets mandate. Mr. Strauss has over 25 years of investment experience and is
Since the pandemic and leading into the inauguration of Donald Trump as the 47th President of the United States, the U.S. economy has been extremely resilient
What Happened?
The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were
1. How is Trump’s presidency changing the trades and orders of the world?
We expect Donald Trump in power to be, on balance, positive for U.S. markets. Trump
The world suddenly became more complex as Donald Trump began his new term as President of the United States, coinciding with the launch of DeepSeek, a Chinese
The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines and computers to enhance human productivity. The job
For this month, I have decided to interview myself. It will be fun!
Interviewer: Hi, Alfred. How did you get started in the industry?
Alfred: I found investing
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock
There were multiple factors which caused a meltdown in the Japanese stock markets and corrections everywhere since the beginning of August.
Following the
Have you noticed your social media seems to know you these days? It continues to improve in relevance, and it is only showing you content that will likely
We are in the process of normalizing the economy, but what does that mean? Positive economic growth, check. Full employment, check. Normal monetary policy via