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Insights & Manager Commentary

Craig Love

Recent Posts by Craig Love:

by Craig Love, on June 01, 2023

Kensington Market Insights - June 1 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 markets …

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Topics:Manager CommentaryKensington

by Craig Love, on May 19, 2023

Kensington Monthly Market Commentary: April 2023 Geopolitics: With the coming of spring also comes the well-publicized Ukraine counter offensive and an uptick in global geopolitical tensions. Russia has already increased …

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Topics:Manager CommentaryKensington

by Craig Love, on May 18, 2023

Kensington Market Insights - May 18 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 markets …

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Topics:Manager CommentaryKensington

by Craig Love, on May 11, 2023

Kensington Market Insights - May 11 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 markets …

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Topics:Manager CommentaryKensington

by Craig Love, on May 04, 2023

Despite concerns over inflation and earnings declines, stocks have been hanging tough. Inflation has been the chief concern for the economy. The good news is that inflation is clearly coming down …

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Topics:Manager CommentaryChurchill

by Craig Love, on May 01, 2023

We are pleased with our portfolio performance over the last few years with our Global Tactical ETFs portfolio providing downside protection with a flexible allocation approach. While there are some …

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Topics:Manager CommentaryAthena

by Craig Love, on April 27, 2023

Kensington Market Insights - April 6 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 markets …

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Topics:Manager CommentaryKensington

by Craig Love, on April 06, 2023

Kensington Market Insights - April 6 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 markets …

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Topics:Manager CommentaryKensington

by Craig Love, on April 05, 2023

In the less than a month since the March 10 Silicon Valley Bank failure, stocks are actually up over five percent. Go figure. It appears that any news that may create …

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Topics:Manager CommentaryChurchill

by Craig Love, on March 16, 2023

Volatility has returned to the markets as investors attempt to sort out a cross-current of concerns. After starting the year with a bang, stocks had started to cool their ascent …

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Topics:Manager CommentaryChurchill