Tag Archives: commodities

From Dusk to Dawn

by in Blog

For investors, 2022 will be looked back upon as a year goldilock investors were chomped by bears. In a rare feat, the good ol 60/40 bond/equity balanced “goldilocks” portfolio had one of its worst performances ever. The Australian equity component fared a little better than international counterparts thanks to strength in energy and commodity stocks. […]

A Monetary Earthquake

by in Blog

The financial and geopolitical happenings of the last two weeks are enormously important to our current financial system and misunderstood by many investors but for a few astute analysts.  The Russian invasion of Ukraine, corresponding Western sanctions and attempted seizure of Russian FX reserves are nothing short of a monetary earthquake. The last comparable event […]

     

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