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Factors That Matter Mar 11, 2021

The rise in systematic investment strategies has resulted in numerous industry terms which cause confusion for investors. The term Factor is synonymous with smart beta, strategic beta, quantitative investing, and so forth.

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Quick tips for a smooth virtual client meeting May 21, 2020

2 months into the Global Pandemic crisis for many of us virtual meetings has become part of our everyday work life. Navigating through the various applications, Teams, Zoom, etc requires a bit of navigation. Here are some tips we've learned through trial and error.

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A rising tide lifts all boats Feb 19, 2021

The aphorism “a rising tide lifts all boats” is associated with the idea that an improved economy will benefit all participants; it is most commonly attributed to John Kennedy, who used it in a speech in 1963. Today the parallel for financial markets would be the ocean of money that developed country central banks have been putting into the economy in the face of the Covid-19 crisis to offset...

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Epidemics & Global Equity Markets Mar 27, 2020

A brief look at how equity markets behave during global epidemics

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