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Perron Team
Dec 178 min read
12 Themes for 2025
Here's a list of what we think we can expect to see in 2025.
Perron Team
Dec 104 min read
An Arbitrary Grading of Our 12+ Themes for 2024
An Arbitrary Grading of Our 12+ Themes for 2024
James Nickerson
Oct 185 min read
Quarterly Market Review: Navigating Strong Returns, Economic Trends, and What Lies Ahead
This environment invites a mindset of focusing on the potential for positive outcomes.
Derek VanGenderen
Jan 303 min read
The Story is the Same as Ever
Morgan Housel recently released his second book, Same as Ever, a follow-up to his first book, The Psychology of Money. The premise is...
Perron Team
Dec 18, 20238 min read
12 Themes for 2024
1. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...
Chris Bolton
Dec 7, 20235 min read
Forget Reindeer, the Bond Market’s Sleigh is Being Pulled by Bulls
The debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.
James Nickerson
Dec 1, 20237 min read
An Arbitrary Grading of Our 12+ Themes for 2023
With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.
Chris Bolton
Sep 27, 20236 min read
Look What You Made Me Do (To Bond Yields) - Taylor’s Version
All else equal, focusing on higher yield-to-maturities and lower volatility should be a recipe to deliver better risk adjusted returns.
James Nickerson
May 24, 202310 min read
Those Bear Necessities
Despite some negative market appeal, our view is that the economic picture is improving, getting better not worse.
Chris Bolton
Feb 2, 20233 min read
Looking for Yield in All the Right Places
After a challenging 2022, fixed income investors have experienced a much stronger start to 2023. Year-to-date one of the most widely...
James Nickerson
Jan 11, 20234 min read
The problem with Comparing GICs to Recent Market Returns
How does one compare Bond fund returns to a 5 year GIC return?
Perron Team
Dec 16, 202213 min read
12 Themes for 2023
1. Attractive Risk Reward in Shorter Dated Investment Grade Fixed Income The Kipling Strategic Income Fund recently purchased several...
James Nickerson
Dec 7, 20227 min read
An Arbitrary Grading of Our 12 Themes for 2022
One of our more popular reading materials for the 2021 year was our “12 Themes of 2022” piece that we published just prior to the Holiday...
Derek VanGenderen
Nov 29, 20222 min read
Never Look Santa’s Gift (Horse) In the Mouth
Every gathering, regardless of whether it is with friends or strangers, the question always arises “Is now a good time to invest in the...
Chris Bolton
Sep 15, 20223 min read
Kipling Strategic Income Fund
The Kipling Strategic Income Fund had a solid August 2022 relative to its benchmark. The M series of the fund generated a return of...
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