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Insights & Manager Commentary

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 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 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

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 …

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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 …

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Topics:Manager CommentaryKensington