“Goldilocks” for now

As in the famous “Goldilocks” fairy tale, investors in recent months have seen inflation tracking down to moderate […]

Cutting risky assets into stronger markets

US and global equities spent most of 2023 in a rally phase, though performance was […]

“Barbell strategy” for portfolios continues in Q3

The resilience of the US economy and the positive performance of US equities in […]

Resilient growth dictates positioning in Q2

Financial markets around the world are in a much calmer situation than global news headlines […]

Conditions stabilizing in the near term, allowing some risk-taking

Liquidity and sentiment conditions in financial markets are calmer in Q1 2023 […]

EnCor Navigator: allocation of assets in Q4 2022

Portfolios still wrapped in caution but attempting some bottom-fishing

Since the last update blog […]