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.
It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world
Although the negative interest rate environment (NIRE) is a fact of life currently in Europe and Japan, it has not come to North America for now, or should we say “yet”.
Shrinkflation is a phenomenon where the size or quantity of a product decreases over time, while the price remains the same or increases. This can
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