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December 2024 – IS IT THAT EASY?

Welcome to this month’s Market Strategy. In this edition we share our latest views on the market along with how we’re positioned strategically. As this year ends, we are witnessing things that we have only rarely seen in our investment careers going back 25 years, with the current levels of market euphoria reminding us of what we saw in 1999 and 2007.

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November 2024 – DIGESTING THE U.S. ELECTION

Welcome to this month’s Market Strategy. In this edition we share our latest views on the market along with how we’re positioned strategically. More specifically, the next few weeks are going to be important as we just had a major change in US politics and a recent Federal Open Market Committee (FOMC) meeting with a 25-basis point rate cut.

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