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Tip of the AI Iceberg

If you wake up tomorrow morning believing the world is about the same as today, you are probably missing something. We are seeing dramatic changes led by technological advancements, and the latest is artificial intelligence (AI). A year ago, we were all excited about ChatGPT, which answers questions, translates languages and turns text into a […]

Planning for market volatility

In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory. In 2023, the markets rallied. It’s no wonder that many investors today have volatility on […]

The sun is shining again!

The following is a commentary written by our sub-advisors, Munro Partners, who manage a U.S. equity mandate and a global mandate for our program. They are based in Australia and are known as growth investors. We understand it’s difficult to be optimistic when global economies are slowing, geopolitics are continuously challenging, and many are struggling to […]

Our 2024 Wish List

As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace! As inflation continues to decline, central banks have signaled their job to battle inflation is almost done and cuts may be coming soon. This change in trajectory ignited […]

What to expect in 2024

It is the time of the year when we reflect, celebrate and look forward. Following a tougher 2022, equity and fixed income both returned positively in 2023. Technology companies (the “magnificent seven” in particular), that are now a big part of our lifestyle, contributed significantly to equity market returns. Central banks, such as the Federal […]

Monetizing the Tech Revolution

It has been 49 years since the launch of the first personal computer. Since then, humans have been asking the same question: When will computers and robots replace humans? Not 40 years ago, not 30, not 20, and also not a decade ago. However, it now feels we are a lot closer to being eclipsed […]

Pressure Continues to Build

Market Outlook Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a relentless increase in market interest rates, which is slowly building pressure on the system. After a year and a half of policy rate increases, and later, stern warnings from economists, central bankers, and […]

Monetizing the Tech Revolution

It has been 49 years since the launch of the first personal computer. Since then, humans have been asking the same question: When will computers and robots replace humans? Not 40 years ago, not 30, not 20, and also not a decade ago. However, it now feels we are a lot closer to being eclipsed […]

Pressure Continues to Build

Market Outlook Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a relentless increase in market interest rates, which is slowly building pressure on the system. After a year and a half of policy rate increases, and later, stern warnings from economists, central bankers, and […]

A New Era of Disruptive Tech

Technology is disruptive. This statement is somewhat true, somewhat untrue. Disruptive tech of the past Since the introduction of the personal computer in the ‘80s, human beings have experienced growing exposure to technology which changes how we “normally” do things. The first-generation personal computer performed basic computation, data storage and gaming. The capabilities of computer […]