First Year Reflections
Halfway through 2021, we would like to revisit some of the topics we have discussed during the past year
In the middle of the first quarter an important trend underlying last year's volatile markets reversed. The investing environment of the second quarter could exacerbate that shift
Value investing has struggled for the last few years. Can one of these legendary scientists shed light on the reason for its difficulties?
Our world is facing a pandemic. Markets react. Will this episode resemble crises past?
The nature is systematic investing is changing
Third Quarter 2019 Review
Second Quarter 2019 Review
First Quarter 2019 Review
2018 Year in Review