Blinded By The Light? … Don’t Be
January 15, 2025
2024 turned out to be a very good year for equities in North America: the US market (the S&P 500) is up 25% and the
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
2024 turned out to be a very good year for equities in North America: the US market (the S&P 500) is up 25% and the
While the stock market usually posts moderate gains during election years, averaging 7% since 1952, 2024 could be an outlier, with the S&P 500 continuing
Now that the first half of 2024 is over, let’s look at how the performances differ from country to country, from sector to sector, and
It looks like this wall of worry is a lot taller than thought. After climbing it in 2023 (up 23.8%), the S&P 500 continued its
Just like the adage on Wall Street that markets always climb a wall of worry, Global Equity Markets – defined by MSCI World Index Total
After the second-best yearly first half of this century, the third quarter of 2023 has not been too friendly to the bulls of this market:
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.
The price-to-earnings ratio or P/E ratio is a tool for assessing a company’s valuation. This straightforward, quantifiable metric allows you to compare companies operating across
Trading stocks involves more than just securing the best price. Investors also try to control the timing and the number of shares traded through different
Personal finance expert Dave Ramsey’s recent suggestion that retirees should be able to withdraw 8% of their portfolios in their first year of retirement, adjusted