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Get Me Into A “Trump” Portfolio!

Posted on January 25, 2017

“Get me into a Trump portfolio” are the chants being heard from clients across all annual wealth management meetings as they seem to have missed the 8%-12% rally in Developed Markets from the lows reached in November. Most media commentators use the Donald Trump nomination as a reason for the swift rally across markets. Amusing as that might be, certainly makes watching “fake” news much more entertaining, one needs to...

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‘Tis The Season To See Inflation, Tra La La La La….

Posted on December 11, 2016

On the surface, taking a birds eye view of markets, a dormant investor could be forgiven for thinking 2016 has been a very boring year as broader level market indices are mixed across the board. Year to date the S&P 500 is up 7.5%, Eurostoxx 50 down 7%, FTSE up 8.5%, and Emerging Markets up 10.8%. Nothing really to write home about. But boring is an understatement to describe a year that will never be forgotten or when written about, be...

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OPEC Cuts…Déjà Vu Anyone?

Posted on August 10, 2016

Wikipedia defines stress as “a physical quantity that expresses internal forces that neighbouring particles of a continuous material exert on each other. When a liquid is in a closed container under pressure, each particle gets used against by all the surrounding particles.” This theory best describes the current dilemma of all OPEC producers and the “stress” experienced by them as oil threatens $40/barrel.   Is it...

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