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Opportunistic Thinking

18 February, 2025 by Craig Basinger

Opportunistic Thinking18 February, 2025 by Craig BasingerThe art of investing is dealing with uncertainty. Successfully identifying when the odds are sufficiently tilted in your favour is what makes a successful investor.Do Commodities Really Hedge Inflation?10 February, 2025 by Craig BasingerWith inflationary pressures back on the rise, inflation ‘proofing’ portfolios remains popular. It is an age-old market truism that real assets are a standout asset class for inflation protection. The only issue with old market sayings is that they are not always entirely true.Tariff Time03 February, 2025 by Craig BasingerWe know President Trump is rather fond of using tariffs. Perhaps of great importance is the impact on portfolios. Listen to what is being said or proposed and look for a potential market overreaction. This is our playbook.Has Spring Sprung for M&A?27 January, 2025 by Craig BasingerM&A activity has been rather low over the past few years given a number of factors from higher yields and confidence. However, there are signs of improvement as a number of factors are switching over from being headwinds to tailwinds. No More Trailers, It's Show Time20 January, 2025 by Craig BasingerTrump 2.0 starts next week, and everyone is sure it will be an attention grabber if the trailers have been any indication. In this Ethos, we talk a bit about the likelihood of politically-driven volatility and dive into bond yieldsYield-to-Risk Ratio13 January, 2025 by Craig BasingerGiven most yield-providing allocations are also expected to provide some portfolio defence, we have shared a risk-adjusted yield framework to help consider different yield strategies for a portfolio.
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