News 

Does it seem like technology is moving faster over time? It’s not your imagination; it is. Innovations are being developed more quickly and diffusing through our society more quickly than ever before with dramatic consequences for economic growth and investing.

Two months ago, we adopted a cautious stance on the European equity markets, in order to reduce our exposure as the first signs of a trade war began...

Unlike in the United States, eurozone growth is running out of steam (the consensus has already been revised down from 2.4% to 2.3% for 2018), while...

On 22 June, the main oil-producing countries outside the developed world met in Vienna to discuss a potential increase in production quotas. Much...

Contrary to popular belief, focused portfolios, or those with 50 or fewer securities, have not historically produced more risk than traditional portfolios over 3-,5-, and 10-year periods according to a recent Greenwich Associates study. Additionally, institutional investors believe such portfolios...

Sabrina Ren, Portfolio Manager, JK Capital Management Ltd., a La Française affiliate