Insights
Keep up to date with unique perspectives on the latest market trends, strategies, and more.
View InsightsAn evening with David Rosenberg and Jeff Hales: “Macro meets Micro”
Our succinct perspective on key investment and wealth-related issues. Five key takeaways from our “Macro meets Micro” evening with David Rosenberg and Jeff Hales Last week we welcomed our clients and friends to the Park Hyatt for a lively discussion between economist and founder of Rosenberg Research, David Rosenberg and Focus’ own portfolio manager, Jeff […]
The Quarterly Focus – Q2 2024
The following is an excerpt from the quarterly newsletter distributed to clients. Q2 2024 – The Return of Exuberance The global economy once again remained resilient this quarter. After several years managing dislocations caused by the COVID-19 pandemic and the commodity price shock from the war in Ukraine, policymakers have largely restored price stability. Inflation […]
Markets & Wealth 2024 Presentation
Our succinct perspective on key investment and wealth-related issues. Markets & Wealth 2024 Presentation At the annual Markets & Wealth event last week, the Focus team shared their insights on the current investment environment, as well as how we are positioned to navigate the future. The investment panels touched on public equity and fixed income […]