Have The Magnificent 7 Lost Their Shine?
For the past decade, the US stock market has been dominated by a cadre of mega-cap tech stocks. Buoyed by […]
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Should foreign investors be concerned about the “Big Beautiful Tax Bill”?
The Trump Administration’s “One Big Beautiful Bill Act” is a gargantuan piece of legislation. Clocking in at over 1,000 pages
Should foreign investors be concerned about the “Big Beautiful Tax Bill”? Learn more
How to Trade the US All Weather for European Clients
Since the launch of our All Weather strategies, we’ve had frequent enquiries from European clients about how they can utilise
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Three Strikes: What the Third U.S. Credit Downgrade Means for Investors
Just as the US stock market was passing back into positive territory for the year, it received a gut punch
Three Strikes: What the Third U.S. Credit Downgrade Means for Investors Learn more
Missed the Bounce? Here’s Why We’re Not Worried
It’s been a wild few months in the US stock market. By early April, the S&P 500 had declined -18%
Missed the Bounce? Here’s Why We’re Not Worried Learn more
Adding Value To Your Investment Portfolio During A ‘Lost Decade’
After 16 years of strong performance led by U.S. mega-cap stocks the secular bull market is potentially entering its later
Adding Value To Your Investment Portfolio During A ‘Lost Decade’ Learn more
The Gold Rush: Safe Haven or Bubble?
In October last year, I wrote an article asking the questions, why are gold prices rocketing, and is this price
The Gold Rush: Safe Haven or Bubble? Learn more
Re-engineering the US All Weather Strategy
We recently explored alternative portfolio allocations during market downturns. This week, we’re taking the concept a step further—by re-engineering the
Re-engineering the US All Weather Strategy Learn more
Reframing Buffett: The Value of a Robust Systematic Strategy
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”
Reframing Buffett: The Value of a Robust Systematic Strategy Learn more
Cash or Reallocate? Managing Portfolio Protect Mode
This week, a Chartist member asked: “I am trading both the US Momentum and US All Weather strategies, with $50K
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Market Timing vs. Time in the Market: What Really Matters?
Many investors worry about finding the perfect moment to enter the market, believing that timing their entry correctly will significantly
Market Timing vs. Time in the Market: What Really Matters? Learn more
How Does Currency Affect Our Trading Strategies?
Currency movements can significantly impact investment returns, especially when trading across international markets. For investors considering cross-border strategies, understanding currency
How Does Currency Affect Our Trading Strategies? Learn more