Monthly Review – December 2023
Our Perspective. Over the course of 2023 many investors misjudged the multiplier
Quarterly Insights – Q4 2023
“A PESSIMIST SEES THE DIFFICULTY IN EVERY OPPORTUNITY; AN OPTIMIST SEES THE
Monthly Review – November 2023
Our Perspective. What an eventful month November has been! Winter has undoubtedly
Monthly Review – October 2023
Our Perspective. From a macroeconomic perspective, coincident indicators continue to point to
Quarterly Insights – Q3 2023
At the start of our Q2 review we highlighted the fact that, when assessing
Monthly Review – August 2023
Our Perspective We now have 2nd quarter earnings results for the majority