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Portfolio Update – February 2023
Portfolio Update – February 2023

Global equity and fixed income markets are off to a strong start in 2023, following a challenging year. […]

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Horizon – Tax Bulletin 2022-2023
Horizon – Tax Bulletin 2022-2023

The purpose of this bulletin is to inform you of general terms and conditions as well as the new 2023 parameters of the various tax plans for individuals. […]

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Economic and Capital Markets Outlook – Q1 2023
Economic and Capital Markets Outlook – Q1 2023

The world economy is on a slowing trajectory. While inflation has moderated from multi-decade highs in many countries, central banks are maintaining efforts to prevent above-target inflation becoming entrenched […]

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2022-23 Highlights
2022-23 Highlights

Geopolitical conflict and rising inflation dominated the discourse throughout 2022, leading to financial market turbulence. Yet the world economy continued to grow as the pandemic transitioned to its endemic phase. […]

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The Illustrious History of Growth Through Value Investing – Webinar
The Illustrious History of Growth Through Value Investing – Webinar

We believe that the outperformance of growth stocks relative to value in the past decade is an anomaly, such as it was in the 30s and 90s […]

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Portfolio Update – December 2022
Portfolio Update – December 2022

Equity markets increased sharply in the past two months as inflation has shown signs of a downward trend. While fears of persistently high inflation and the impact of aggressive monetary tightening may be beginning to abate […]

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