Equities, fixed income, and alternatives tend to get all the media attention and headlines, but there's an oft-forgotten asset class that underpins most investor's portfolio's: cash. Low rates around the world have seen cash fall out of favour with investors in recent years. In this wire, I'll explain some of... Show More
Lately, we’ve been on edge with domestic and global corrections happening. Here are four defensive assets to further guard your portfolio against impact. Show More
The US Federal Reserve (the Fed) lifted interest rates to 2.25% as was widely expected in September and commented that monetary policy is no longer ‘accommodative’. Show More
So far in 2018, markets have grappled with rising bond yields, full employment, US Federal Reserve tightening, a weak USD currency and rising fiscal deficits, spurred by tax reform. We have seen these exact issues before. The year was 1987. Show More
You would never select a team without a backline. So, have you considered who’s playing in the defensive half for your portfolio late in this investment cycle? Show More
