How has Osborne Partners’ asset-class positioning changed since the October 2022 lows? Markets surprised the consensus view in the first half of 2023. Entering the year, the common view for […]
Now What?
In 2022, equity markets faced a major dilemma. Inflation had launched from core CPI of barely 1% to a level quickly approaching 7%. The economy was growing at a fast […]
The Banking Crisis: The Impact Beyond the Initial Failures
The recent banking crisis, starting with Silicon Valley Bank’s collapse in early March, could have widespread impacts on the markets and economy. The Federal Reserve’s efforts to combat inflation through […]
A Crisis of Confidence
The banking sector has been engulfed by a crisis of confidence. In just a few weeks, numerous events have shaken the market and banking industry. These include the failures of […]
Known Unknowns
There are known knowns; there are things we know we know. We also know there are known unknowns… “There are known knowns; there are things we know we know. We […]
Where Will Investors Focus Next?
A shift in focus may be upon us in U.S. equities. Investors had a lengthy list of worries in the first three quarters of 2022, starting with the omnipresent war […]
2022’s Painful Lessons
In this piece, we review the important lessons that investors learned so far in 2022, and why our Investment Team strives to avoid these mistakes every day. As the painful […]
SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio
Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes. Many of these “investments” […]
Investing in Innovation – The Promise and The Perils
There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders […]
A 2021 Equities Preview. The Questions to Consider Entering the New Year.
The past year will arguably be viewed as the most unique year for equities in our lifetime. The year started as a promising one for equity markets. The global economy […]