Conference interviews
Posts from the conference
EnCor Navigator: allocation of assets in Q3 2025
The new show in town
The stabilization of global asset markets over the last quarter signals the beginning of investors understanding the new macroeconomic rules and conditions for interacting with the world’s largest economy, the US. […]
EnCor Navigator: allocation of assets in Q2 2025
Disruption ongoing
Our step to de-risk our portfolios at the end of January proved prescient, as US assets, especially equities, sold off through most of the last 3 months. The signal for Q2 from our proprietary […]
EnCor Navigator: allocation of assets in Q1 2025
The US Disrupter
Our pro-US equities stance helped the performance of our portfolios through Q4 2024 and into January 2025. At this point, coincidentally just after the Inauguration of President Trump, our proprietary asset allocation model […]