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From the Blog
Whose Investment Philosophy Is It Anyway?
Looking Within "The difficulty lies not so much in developing new ideas as in escaping from old ones." - John Maynard Keynes Investment philosophy books and statements usually tend to agree on one core concept: to build a satisfactory portfolio an investor needs to...
Uncertainty, Risk, and the Comfort of a Good Story
"People will choose unhappiness over uncertainty." - Tim Ferriss We crave certainty. It makes our lives easier. We spend time planning for the future. These measures give us a sense of control. We leave no room for luck. Our moves are measured and calculated, designed...
The Roundabout Search: Purpose and Profit
"The mystery of human existence lies not in just staying alive, but in finding something to live for." - Fyodor Dostoevsky Purpose is a fuzzy concept. It lends itself to different interpretations as wide and as varied as a lump of clay ready to be sculpted. When we...
Being Wrong for the Right Reasons: Soros and Dalio
“I'm only rich because I know when I'm wrong.” - George Soros “One is inevitably going to be painfully wrong a lot, so knowing how to do that well is critical to one’s success.” - Ray Dalio George Soros and Ray Dalio have many things in common. They are also polar...
The Global Family Office Report
The most comprehensive family-first study of its kind, the IMD-FNB Global Family Office Report, is now available and we are proud to have been contributors. Family offices are experiencing a profound transformation. Once quiet back-office structures, they have become...
Double, double toil and trouble
There are very few conversations about the market these days that do not include a reflection over whether the US equity market is in a bubble. Recent market gyrations reflect the unease investors have as performance continues to be strong. This is despite mixed...
The Confusion of Currencies in Investment Portfolios
Investors have grappled with the question of currency allocation this year, triggered by the sharp depreciation of the dollar against most major currencies. While a sharp currency move is understandably a source of concern, we...
Trade Chaos, Part Two
Market Repositioning in Response to Trade Policy Shifts In early March, we wrote a note highlighting the uncertainties and complexities arising from the Trump Administration’s trade policy intentions. Based on our analysis we increased our overweight to fixed income...
Trade Chaos, Part Two
In early March, we wrote a note highlighting the uncertainties and complexities arising from the Trump Administration’s trade policy intentions. Based on our analysis we increased our overweight to fixed income by reducing equities. President Trump’s “Liberation Day”...
The Enigma of Gold
Since we established Parkview in 2011, we have often debated whether we should include gold in our standard asset allocation. We have not done so. I have always taken the view that because gold is an asset that does not generate a return, it is not possible to value...
The Future of the Dollar
I try to avoid writing about currencies. This isn’t because I find them uninteresting. Rather, it is because most currency discussions invariably involve taking a directional view. Anyone familiar with exchange rate models, or the track record of professional...
Trade Chaos
The US economy has entered a period of heightened economic policy uncertainty. Significant policy changes were anticipated under the Trump administration. This includes trade protectionism, finding ways to reduce government expenditure, and delivering on tax...
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