Famed investor Peter Lynch’s quote on the 1848 Gold Rush encapsulates both the promise and peril of investing amid periods of speculation. Opportunity springs from enabling new innovations, but danger […]
Overlooked but Not Forgotten
Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]
Forgotten to Favored
Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook […]
Responsibly Investing in the Energy Transition
The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no […]
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 […]
What Have You Done for Me Lately?
Recency bias is a powerful emotion that leads investors to focus on investing in what is working right now, resulting in the over-allocation to outperforming asset classes and abandonment of […]
Navigating Energy Volatility
When the first half of 2017 closed, energy equities had registered their weakest relative first half performance versus the S&P 500 on record. In June, energy as a percentage of […]
Golden Diversification
We are three quarters of the way through 2016 and one of the more interesting stories of the year thus far has been the resurgence of gold. The polarizing metal […]