Author Archive for Natalie Miller

Economic Indicators Dashboard – July 2016 – Brexit? So last month!

Economic Indicators Dashboard Featured

Volatility subsided in July as the markets shrugged off near-tem concerns regarding the economic impact of Brexit.

August 30, 2016 Categories: Economic Insights
Market timing - As tricky as ever

Market timing – as tricky as ever

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.

Jul 19, 2016 Categories: Portfolio Corner

Today’s ESG investing is not your father’s SRI

Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.

Mar 31, 2016 Categories: Portfolio Corner
Commodities and cash

What to do with commodities and emerging markets

Emerging markets and commodities have held back diversified portfolios for quite some time. When might the tide change?

Feb 4, 2016 Categories: Portfolio Corner

The friendly ghost of Peter Bernstein

Risk can be good or bad, it essentially means we don’t know what’s going to happen in the future.

Oct 6, 2015 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – August 2015 Update

August 2015 was marked by a spike in volatility reminiscent of levels in August/September 2011.

Sep 22, 2015 Categories: Economic Insights
cio3 image

CIO3: Markets in Perspective

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.

Aug 13, 2015 Categories: Portfolio Corner
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