Market Insights - 3 min
The next Federal Open Market Committee (FOMC) meeting is scheduled for June 11-12, 2024, and is widely expected to see rates held at their current level of 5.25%-5.50%, where they have been since July 2023. In this article, we dive into the underlying data and attempt to sift the market facts from the market sentiment
Jun 2, 2024
Retirement Planning - 4 min
When you leave employment, you can no longer rely on your salary to help meet your monthly expenses and fund your goals. Ensuring your retirement savings are protected from threats, such as inflation, is critical to securing your future.In this article, we’ll cover what you need to know about inflation and your retirement portfolio, and how you can ensure you are not caught off guard.
Jan 2, 2024
Market Insights - 4 min
David Darst, Senior Analyst and Investment Strategist at The Family Office, shared some investment insights on key issues that influence portfolio composition, asset allocation, and investment strategy.
Feb 8, 2023
Management Insights - 3 min
Retirement is often viewed as a distant milestone, something to think about later in life. However, the importance of early retirement planning cannot be overstated. Starting early not only helps ensure a comfortable and financially secure retirement but also plays a critical role in maintaining your desired lifestyle in your golden years. This article explores why it's crucial to start planning and investing for retirement early, the key steps to take, how early investing impacts future lifestyle, common mistakes to avoid, and the role of financial advisors in this process.
Jul 8, 2024
General - 4 min
Joe Kalish, Chief Global Macro Strategist at Ned Davis Research Group, was hosted by Naji Nehme, CFA, Chief Executive Officer and Chief Investment Officer at Petiole Asset Management AG, to discuss insights into the macro-environment in 2024 and the trends that will shape global markets. Below are the highlights of the webinar:
Mar 7, 2024
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Education - 4 min
It is almost a year since the Fed raised interest rates to their current level of 5% to 5.25%, the highest in 23 years. Many market commentators have been asserting the desirability of lower rates for business and the economy. Some have asserted that it is even necessary to avoid recession. Few believed, however, that a rapid series of rate cuts were likely in the short-term. All that has changed in the past few weeks. But what has changed, exactly? And should we be swayed by this sudden change in sentiment? In this article, we’ll find out.
Jul 23, 2024
Education - 4 min
There is no shortage of doom and gloom in the headlines and economic commentary these days. And to be sure, there is plenty of data to back it up. Challenged government balance sheets and geopolitical brinkmanship are not a recipe for a rosy growth outlook.As investors, we know that opportunities always exist, whether the macro picture is bright or bleak. We are also accustomed to taking a fresh look at the facts rather than piling into the latest bandwagon or being pulled along by the latest groupthink.In this article, we examine a key driver that could alter the face of the coming decade and its economic prospects: productivity.
Jul 18, 2024
Education - 4 min
Companies have always relied on private capital - from banks, personal funds, and specialist early-stage investors such as venture capital firms - to finance the early stages of their business.Upon reaching a certain size, the most efficient way to obtain additional growth capital has traditionally been to ‘go public’, or in technical terms, to hold an Initial Public Offering (IPO). Public companies have access (via capital markets) to the full, potential universe of investors, from institutions to individuals.
Jul 3, 2024