Author: Chris Metcalfe

The Backdrop This article primarily focuses on the US markets because US equities now make up a staggering 69% of the main global indices. In addition, US markets…

As managers of multi-asset portfolios, we have long preached the benefits of diversification. The problem is, as growth stocks have been on a tear for the last decade,…

Most income investors choose dividend stocks by looking at a company’s current dividend yield and history of payments. They base their choices on historical trends and hope the…

Though the second half of 2021 started relatively benignly following a turbulent start to the year, September leading into October has faced a series of economic/political events that…

Is China Uninvestable? The noise surrounding the Chinese government’s crackdown, which started with technology firms and then quickly bled into other sectors, reached something of a crescendo on…

When does correlation really matter? The highest correlation in the table (fig.1) is the MSCI World/Information Technology Index and the MSCI World Growth Index; in fact, they are…