FUND WATCH

Gold equity funds have a place in a portfolio

ONE of the best performing asset classes in recent months is gold and gold-related equities.

FUND WATCH

Stay defensive on US high yield bonds

THE rally in risk-assets this year has been nothing short of outstanding. While equity markets around the world enjoyed a strong first quarter, and continue to do so, I have also noticed that the rebound in the non-investment grade credit markets has been rather strong. Due to their decent...

FUND WATCH

A time for caution on US equities

ONE of the themes that I have been tracking since the second half of 2018 includes the convergence of the American economy's growth rate towards the decelerating growth rate of other major economies. I believe this theme has and is still playing out as of the time of writing....