All posts by: Garth

November 2025 – Wrap Up

Mixed month, strong finish as earnings and easing support risk assets.... Read More

Our Two Cents: The Risk of Holding Back

This article shows how staying too conservative can hurt long-term returns and create hidden risks.... Read More

October 2025 – Wrap Up

Markets rallied as inflation eased and bonds delivered strong returns... Read More

Our Two Cents: Justified Valuations

High valuations can be justified when future growth potential is extraordinary.... Read More

September 2025 – Wrap Up

Equities climb on earnings, bonds shine, inflation stable, risks supportive.... Read More

Our Two Cents: How Tariffs Impact Inflation

Since the introduction of tariffs in the US, there's been a persistent fear of increasing inflation. This article...... Read More

August 2025 – Wrap Up

Markets rallied in August as inflation eased and bonds stayed attractive.... Read More

July 2025 – Wrap Up

Global markets rose in July, with stable inflation and strong bond yields.... Read More

Our Two Cents: Understanding the True Drivers of Income Fund Returns

This article explores how similar-yielding funds can deliver different returns.... Read More

June 2025 – Wrap Up

Strong equity gains, muted inflation, and bullish outlook continues in June... Read More