06/20/2023

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

06/19/2023

Six steps for finding the best trades

To ensure you invest well and grow your wealth, you will need to learn the basics of researching and analysing the benefits and risks of each investment opportunity.

06/19/2023

Moving beyond the inflation shock

In the US, rate-sensitive areas: housing, investment, manufacturing, and trade are slowing or contracting, while services have been more robust.

06/16/2023

Monthly letter: Balancing act

As we approach the second half of 2023, markets are pricing a benign path forward. Implied equity volatility is the lowest since the onset of the pandemic, and the S&P 500 is up 20% from October’s low.

06/14/2023

The challenges women breadwinners face

Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.