We discuss some reasons why we believe the luxury goods sector is, and will continue to be, important for investors, despite impacts of COVID-19 or the U.S. election.
It is not often that the election of a U.S. president is eclipsed in the news cycle. Today, however, exactly that has happened as news of efficacy results from Phase III of Pfizer and BioNTech’s COVID-19 vaccine swept the globe.
Protect your capital from large swings in the market by sticking to a disciplined investment strategy and recognizing the risks associated with trying to time the market.
How are our investment pools positioned to perform if the recovery is long and slow? We'll look at where we have come so far in the economic recovery, highlight recent Fed's announcements and explain what they mean for the market, and discuss how we position our portfolios to endure over time.
What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.
The S&P 500 just had its best month since 1987 and is now only down ~12% year-to-date. If you excluded the top five stocks that make up 21% of the Index, the S&P 500 would be down 26%. This means that a large number of stocks in the S&P 500 have yet to fully participate in the market recovery.
We are in the midst of a global economic shutdown triggered by the COVID-19 outbreak – the first time our world has seen entire countries quarantining in unison. The current situation may be unique, except we’ve experienced these ‘firsts’ before. What will be required to help prevent a deepening recession this time? Likely, something that has never been done before.
In this article, we elaborate on the exogenous shock of COVID-19, how this has been the fastest bear market correction we’ve entered, and why we believe we’ll encounter a “V-shaped” recovery.
In this special update, we share our analysis of COVID-19's market impact and how we're taking advantage of this environment.
Don’t misjudge your portfolio returns by using book value as a goalpost for performance. In this article, we go over the fundamentals of book value and its taxation implications for investors.