Lodestar portfolios are less affected by market volatility than others
Rules-based approach means investor funds are more protected from global events. The Fed has indicated that it expects to cut rates three times this year but stressed that the timing will be data dependent. This timing uncertainty, along with easing inflation, fears of a US recession abating and elections in 64 countries (65 including the […]
Are we in for another Nifty Fifty? Diversification must mitigate the Magnificent 7’s dominance
A wise investment rule of thumb and fundamental investment maxim is “A great company is not necessarily a great stock.” While the investment community is acutely aware of this, the same behaviour tends to repeat itself – and it doesn’t necessarily end well. Let’s just look at what is going on right now with the […]