The pandemic has provided us with a powerful reminder that unpredictable human behavior makes it very difficult to forecast the economy. You may recall that during the economic contraction associated with the lockdown, there were a variety of forecasts as to the trajectory...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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“On A Clear Day You Can See Forever” – Alan Lerner, 1965 Over the years, I have heard innumerable people say they did not want to make any investment decisions until the economic and financial outlook was clear and more certain. However, the...
The second quarter of 2020 saw a significant rally in risk assets as the world worked to assess the pandemic, provide fiscal and monetary support and began a wide variety of re-opening formats. While portfolios results look better today than they did at...
Many of my white papers have referenced the fact that most economic policies and actions have secondary and tertiary effects, unintended consequences, and quite often, distinct winners and losers. The economic trauma associated with Covid-19 has resulted in government policies that provide a...
In the midst of World War II, a woman told Winston Churchill that the best thing he had done was to give people courage. He replied, “I never gave them courage. I was able to focus theirs.” During highly stressful times such as...
The end of a decade seemed to us like an opportune time to review our fundamental investment beliefs. While the last two years have seen the market focused on U.S. growth stocks regardless of the price, we still believe that diversifying our exposures...