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Insights & Manager Commentary

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 …

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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 …

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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 …

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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

by Craig Love, on March 01, 2023

If we are in an extended period of high inflation, then it makes sense to invest in those areas of the market that have traditionally performed well during times of …

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Topics:Manager CommentaryOptimus Advisory Group

by Craig Love, on February 28, 2023

Timing the Market is a Near Impossible Task Timing the equity market is a near-impossible task for investors. Even missing the best 10 days in the stock market can significantly …

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Topics:Manager CommentaryBrookmont

by Craig Love, on February 09, 2023

In Churchill's latest market update, they discuss the recent market rally nd how 2023 differs from 2022 so far. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This …

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Topics:Manager CommentaryChurchill

by Craig Love, on January 26, 2023

We are pleased with our portfolio performance in 2022 as we moved into cash for much of the year in our Global Tactical ETFs portfolio providing downside protection with a …

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Topics:Manager CommentaryAthena

by Craig Love, on January 24, 2023

Monthly Market Commentary: 2022 Year in Review 2022: Year in Review Geopolitics: 2022 will likely be remembered as the year the international community began to shift from a relatively stable …

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Topics:Manager CommentaryKensington