Welcome to the Chalten Investment Review for Q2 2022. Global equity and bond markets continued to decline in the second quarter with investors fearing higher interest rates, potential recession and continued global instability. As the chart below illustrates, in Q2 there were not many countries that escaped negative performance, but performance still varied greatly. It […]
Welcome to the Chalten Investment Review for Q3 2021. Inflation perspiration? In the Chalten Review for Q2, we focused on inflation and how investors might think about inflation with respect to their investments. As usual, we like to look to see if the market is telling us anything about inflation and noted specifically that […]
Welcome to the Chalten Investment Review for Q2 2021. Investors were again well rewarded for taking risk as global equities continued the strong performance observed in Q1. Bonds also performed reasonably well over Q2, clawing back some of the negative returns suffered in Q1. Publicly traded real estate securities also performed strongly. Investors often feel […]
Welcome to the Chalten Investment Review for Q4 2020. In our quarterly review one year ago we counselled investors to “filter out the noise” in 2020 – easier said than done when you experience a year like the one we just had! The issue that dominated 2020, of course, was COVID-19. As the pandemic spread […]
The first three months of the year have brought radical change to our daily lives and to financial markets as a result of the global spread of the new coronavirus, COVID-19. Efforts to contain the spread of the virus have meant that almost all countries have mandated lockdowns to varying degrees which, in most cases, […]
Welcome to the Chalten Investment Review for Q4 2019. Risk takers were rewarded in the final quarter of 2019 as global stock markets rose significantly. Global trade tensions eased as China and the US signaled both countries were ready to move forward with Phase 1 of a trade deal. Economic data was fairly stable and […]
Global stock and bond market returns were generally positive across the three month period however it was by no means a straight line from the beginning to the end of the quarter. In last quarter’s review we highlighted that the investment environment was characterized by central banks appearing more accommodative, by an easing of international […]
Welcome to the Chalten Investment Review for Q3 2018. In last quarter’s review we warned investors about how difficult it is to try to time the market’s up and downs. The key to success over the long run is not “timing” the market but making sure you spend sufficient “time in” the market at your […]
Welcome to the Chalten Investment Review for Q2 2018. In last quarter’s review we dedicated some space to reminding investors that the best way to deal with market volatility is to be prepared. Being prepared means an appropriately targeted asset allocation, broad diversification and disciplined rebalancing. When we’re prepared we can watch the oft peculiar […]
We recommend that investors follow an “evidence-based approach” with their investments. What does the evidence tell us? Investors should maintain globally diversified portfolios, keep costs low and select a mix of risky and safe investments that is suitable for their risk tolerance and financial goals. Once a sensible portfolio is in place, holding on through […]