Strategy Dashboard – Breaking Breadth

Strategy Dashboard: Breaking Breadth Q1 2024 – MARCH View & Download PDF Version Despite solid returns for most asset classes last year, you wouldn’t know it by peering into the average investor’s mind. The temptation to liquidate risk assets and run into...

5 Minute Macro – Where Are We In the Cycle?

With February being the month of love, incoming data has shown the love over the past month.  Whether it be GDP growth, corporate profits or the labour market — they have all surprised on the upside. But lingering questions still remain.  In this episode of...

Strategy Dashboard – Hot TOPIX

Strategy Dashboard: Hot TOPIX Q1 2024 – February View & Download PDF Version When asked what the hottest major global stock market has been in recent years, most investors would unflinchingly respond the United States. This makes sense. US mega-cap growth...