Rebalance Summary – Q4 2024

Strategy Dashboard: Rebalance Summary Q4 2024 View & Download PDF Version Market dynamics are shifting. Conflicting signals are everywhere. But we shouldn’t be surprised by this. Contradictory trends are typical during investment leadership changes as the markets...

Rebalance Summary – Q3 2024

Strategy Dashboard: Rebalance Summary Q3 2024 View & Download PDF Version Money is in motion, as investors scramble to discern and align with the new macro environment. The secular stagnation era of the 2010s — defined by disinflation and low rates and driven by...

Rebalance Summary – Q2 2024

Strategy Dashboard: Rebalance Summary Q2 2024 View & Download PDF Version The ever-serial monogamist global financial markets have found a new obsession to dote upon: timing central bank rate cuts. Everywhere you look, commentary is focused on minute-by-minute...

Rebalance Summary – Q1 2024

Strategy Dashboard: rebalance summary Q1 2024 View & Download PDF Version In the mid-1990s, Britain’s Prime Minister John Major reportedly asked the Russian President Boris Yeltsin to describe his economy in one word. Yeltsin responded, “Good.” Seeking more...