20 July, 2023

Economic Resilience is Giving Way to Recession

Our views and positioning across our portfolios haven’t changed since our June commentary “Where Do We Go From Here.” Most advanced economies have so far dodged the recessions that we, and many others, had expected to start towards the end of the first...

20 July, 2023 Tax Planning

AI & The Risks of Investing in the Newest Trends

AI has emerged as the latest trend with the potential to transform our lives. It has also captured the attention of investors hoping to capitalize on the next big thing. Will that work out for them? It could. Or maybe not. New industries are inherently...

18 July, 2023

More Market Surprises Ahead

In a surprisingly positive first half of 2023, Rana Chauhan discusses how unpredictable “events” can move the markets in ways we can never predict. As Rana notes, the first half of 2023 surprised many investors after a winter of discontent. After many...

17 July, 2023 Tax Planning

4 Common Investment Misconceptions

1. You Should Always Buy the Dip Buying the dip is buying more of an asset during declines. The theory goes that the asset will eventually recover to previous price levels. The problem is that sometimes individual stocks go into draw downs and never recover...