Market volatility has risen over the past few days, and risks have increased dramatically. We are reducing equity exposure to find shelter from this market storm.
Ukraine War: Portfolio Update
When changes happen in markets, you must adapt. Here are the changes we have made in client portfolio so far this year.
The Icarus Market
The myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our wings? “Well, I think we tried very hard not to be overconfident, because when you get overconfident, that’s when something snaps up and […]