Oct 17, 2023
A recap of the quarter and our thoughts on the hard vs. soft landing debate.
Highlights:
- Main drivers of the market pullback
- Inflation’s persistent “stickiness” and potential implications of “higher for longer” interest rates
- How are consumers faring?
- Asset mix update
- Looking ahead—what’s on our...
Oct 12, 2023
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
Highlights:
- Valuation considerations in a higher rate environment
- How (and why) we’ve started systematically tracking and analyzing our investment decisions
- Portfolio adjustments—adding AltaGas, exiting Enbridge...