Investment Focus | Issue 4

Investment Focus | Issue 4

The start of the year is always a good time to reflect on the previous 12 months. We engage in this process as a firm, taking a week at the beginning of January to review our plans and progress for the past year, and to map out and discuss our goals for the new year.

Investment Focus | Issue 3

Investment Focus | Issue 3

Volatility was the norm in the third quarter. Whether it was the loss of five million barrels of oil per day from the drone attack on Saudi oil infrastructure, Brexit with UK Prime Minister Boris Johnson losing his majority, or Democrats announcing an impeachment inquiry, there seemed to be an endless barrage of bad news. Despite all this, the markets were mostly positive.