Dear Readers, Before we continue in our asset allocation series, here’s a quick update on how the markets have shaped up over the last...

Dear Readers, Hope you are all doing well. Here's an update on some of the macro aspects covered in my previous posts. There have been...

The Bank of Canada (BoC) raised short-term interest rates by 25 basis points to 5% earlier this week, the 10th hike since March 2022,...

The Japanese economy has been a leading indicator of the impact of various regimes: stealth quantitative easing, ultra-dovish monetary...

When we talk about a diversified portfolio, over 80-90% of the returns are explained by asset allocation decisions. Individual stock or...