Background 2 NEW

 

Insights & Manager Commentary

by Craig Love, on September 28, 2022

Kensington Brief: A Quantitative Approach There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to …

Read More
Topics:Manager CommentaryKensington

by Craig Love, on September 19, 2022

Monthly Market Commentary: August 2022 in Review Geopolitics: Tensions between Russia and the West ratcheted up significantly in August as Russia completely shut down the Nord Stream 1 pipeline and …

Read More
Topics:Manager CommentaryKensington

by Craig Love, on September 15, 2022

When will inflation be tamed? That is the question that has markets jumping up and down over hopes that it will be sooner and fears that it will be later …

Read More
Topics:Manager CommentaryChurchill

by Craig Love, on September 14, 2022

Are the alternatives to equities viable, and what securities are best positioned in this environment? With sustained inflation and rising rates, bonds and cash do not provide an attractive investment …

Read More
Topics:Manager CommentaryBrookmont