Volume 14 Number 4
That being said, the beauty, if not the benefit, of active management is that it is fortunately possible to remain underweight in certain asset classes. In addition, even when markets are stagnating, there are still opportunities in specific sectors.Read more >
Volume 14 Number 3
The first half of 2023 has now ended, and the market is still looking for a clear direction. With the exception of less than a dozen technology large caps, negative trends for North American stock markets have stabilized over the first six months of the year.Read more >
Volume 13 Number 4
The three months ended on September 30, like the previous two quarters, gave investors a rough ride. A number of macroeconomic factors were aligned, including inflation that was higher and more persistent than the major central banks had anticipated.Read more >
Volume 13 Number 2
That is a real conversation I had recently. I have been saying since the launch of Rivemont that it’s not when everything is going well and your brother-in-law’s niece’s neighbour’s sister obtains excellent returns that it’s possible to judge a manager’s skills, but rather when times are more difficult and opportunities are less obvious to the average person.Read more >
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