The Tortoise and the Hare
Wealth is ephemeral if risk management is ignored. Focussing on risk management is about treating investing as a marathon, not a sprint....
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- Oct 13, 2022
Actively managed equity strategies
Over the last five years the frequency of down months was extremely low. With a market environment so complacent it may have lulled...
- Oct 7, 2022
FedEx Warning of a Global Recession
"We are seeing volume declines in every segment around the world" - FedEx CEO In September 2022, the FedEx (FDX) share price tumbled 30%...
- Jul 13, 2022
The "buy the dip" era for stock markets is over
Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These...
- Apr 20, 2022
A storm is brewing as bond yields surge
The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably...
- Jan 11, 2022
Rolling bubbles (and anti-bubbles)
“At the root of all financial bubbles is a good idea carried to excess” - Seth Klarman Fear, panic, despair, relief, hope, and euphoria....
- Oct 3, 2021
Beware of Yield Traps
With interest rates at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their...
- Aug 30, 2021
Design and Distribution Obligations
The Target Market Determination for the Vertium Equity Income Fund is available here. What are the Design and Distribution Obligations...
- Oct 29, 2020
Dot-com Zombie Parallel Universe
“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” Who would have thought buying loss...
- Aug 5, 2020
Pandemic a case study in sequencing risk for retirees
One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in...
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