Written by: Alex Da Costa “You never know you’re in a bubble until it pops.” As autumn falls into winter, a decided chill is blowing in the air and over stock markets. Top of investors’ minds are concerns over a possible bubble. Bubbles present...
Written by: Alex Da Costa “It’s déjà vu all over again” This wonderful quote from the legendary baseball sage Yogi Berra springs to mind as we reflect on the past few months. While the current tariff “war” is unprecedented, this is certainly not the first time we have...
Written by: Alex Da Costa Over the last decade or so, private markets, like private equity and real estate, have been gaining traction with families looking for compelling returns and ways to diversify their portfolios beyond just public equity and fixed income....
Written by: Alex Da Costa “Boy, that escalated quickly!” This unforgettable line from the hilarious “Anchorman” springs to mind as we observe the unfolding tariff war initiated by the new US administration. For those who haven’t seen the film and are in need of some...
Written by: Alex Da Costa A (quick) look back at 2024: Economic growth continued to be solid in 2024 while inflation cooled, allowing the major developed market central banks to begin cutting interest rates from the post 2008 Global Financial Crisis “GFC” highs...
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