Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions – getting out and getting in. It’s hard to get one correct, let alone both.
Volatility subsided in July as the markets shrugged off near-tem concerns regarding the economic impact of Brexit.
Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.
Emerging markets and commodities have held back diversified portfolios for quite some time. When might the tide change?
Risk can be good or bad, it essentially means we don’t know what’s going to happen in the future.
August 2015 was marked by a spike in volatility reminiscent of levels in August/September 2011.
July was generally positive across the board for broad asset classes, save for commodities and emerging markets. A balanced portfolio still shows positive returns for the month, YTD and 12 months ending July 31, 2015.