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Insights & Manager Commentary

by Craig Love, on November 27, 2023

Kensington Monthly Market Commentary: October 2023 Geopolitics: With ongoing wars in both the Middle East and Ukraine, the long-term risk to markets lies in the potential expansion of these military …

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Topics:Manager CommentaryKensington

by Craig Love, on November 17, 2023

In the latest Churchill market update, they discuss the recent market bounce. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This report is meant to inform the reader …

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Topics:Manager CommentaryChurchill

by Craig Love, on November 10, 2023

Stocks have rallied to start November after posting their third consecutive down month in October. Right around the heavily watched 200-day moving average, stocks snapped back last week, rallying nearly …

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Topics:Manager CommentaryChurchill

by Craig Love, on November 10, 2023

Kensington Market Insights - September 21 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington