CIO Mathew Hermary discusses the narrow rally in US equities this year and the opportunities for value-conscious investors in an uncertain macro environment.
The Jigsaw Puzzle Of Investing
2023-06-16, Joe Jugovic
How margins of safety increase conviction even when we don’t have all the pieces of the puzzle.
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Deciphering Credit Quality
2023-06-09, Gennice Spanier
Given the rapid rise in interest rates, we break down credit quality into two core factors useful in evaluating fixed income opportunities.
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US Regional Banking Crisis: Lessons In Risk Management
2023-05-26, Derek Nichol
With a deep dive into the causes of recent banking collapses, we consider how a focus on risk management could have reduced and likely prevented the fallout.
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History Can Hinder, But Portfolio Diversification? A Help In Long Term Outcomes
2023-05-12, Diana Chaw
An appreciation for history can inform decision making, but it can also lead one astray. Portfolio diversification provides a buffer against uncertainty.
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A Deep Dive Into Duration Risk
2023-05-05, Richard Fortin
Higher interest rates have put downward pressure on equity valuations. Learn more about duration considerations for equity investors.