by Oussama Himani | Dec 3, 2025 | Markets
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...
by Oussama Himani | Oct 17, 2025 | Markets
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 think it is important for investors to...
by Oussama Himani | Apr 7, 2025 | Markets
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”...
by Oussama Himani | Apr 2, 2025 | Markets
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...
by Oussama Himani | Apr 2, 2025 | Markets
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...
by Oussama Himani | Mar 7, 2025 | Markets
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...
