--- title: Fulcrum | Insights | Kensington description: Kensington | --- [![Fulcrum-Logo-White-1](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo-White-1.png?width=250&height=63&name=Fulcrum-Logo-White-1.png "Fulcrum-Logo-White-1")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) [![Fulcrum-Logo](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo.png?width=200&height=143&name=Fulcrum-Logo.png "Fulcrum-Logo")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) **Menu** [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b) [![Advisor Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f) - [Insights](https://blog.fulcrumeq.com/insights) ![Background 2 NEW](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg "Background 2 NEW") # Insights & Manager Commentary ## [Kensington Monthly Market Commentary: November 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on December 22, 2023 [![Kensington Monthly Market Commentary: November 2023](https://blog.fulcrumeq.com/hubfs/Screenshot%202023-12-22%20113028.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) Kensington Monthly Market Commentary: November 2023 Geopolitics: To the surprise of many, the geopolitical ramifications from the conflagration in Gaza (and, by extension, the Ukraine) have not extended to the … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-12-22) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Monthly Market Commentary: October 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 27, 2023 [![Kensington Monthly Market Commentary: October 2023](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-27) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - November 9](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on November 10, 2023 [![Kensington Market Insights - November 9](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-11-09) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Monthly Market Commentary: September 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on October 25, 2023 [![Kensington Monthly Market Commentary: September 2023](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) Kensington Monthly Market Commentary: September 2023 Geopolitics: Geopolitical risk has moved to the forefront with the surprise attack by Hamas on the state of Israel. The incursion now forces the … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-10-25) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - September 21](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 21, 2023 [![Kensington Market Insights - September 21](https://blog.fulcrumeq.com/hubfs/Screenshot%202023-09-21%20140725.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-21) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - September 7](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 08, 2023 [![Kensington Market Insights - September 7](https://blog.fulcrumeq.com/hubfs/KAM%202023%2007%201.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) Kensington Market Insights - August 10th 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - August 10th](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on August 11, 2023 [![Kensington Market Insights - August 10th](https://blog.fulcrumeq.com/hubfs/Ken%201-1.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) Kensington Market Insights - August 10th 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - July 27](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 27, 2023 [![Kensington Market Insights - July 27](https://blog.fulcrumeq.com/hubfs/Kensington%20July%2027.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) Kensington Market Insights - July 27 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Monthly Market Commentary: June 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 24, 2023 [![Kensington Monthly Market Commentary: June 2023](https://blog.fulcrumeq.com/hubfs/Monthly%20Market%20Commentary%20June.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) Kensington Monthly Market Commentary: June 2023 Geopolitics: The Russia-Ukraine conflict recently passed the 500-day mark with both sides further entrenching themselves in battle amid little signs of immediate progress. At … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - July 13](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 13, 2023 [![Kensington Market Insights - July 13](https://blog.fulcrumeq.com/hubfs/Background%203%20NEW.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) Kensington Market Insights - July 13 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 … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) Prev [All Posts](https://blog.fulcrumeq.com/insights/all) [Next](https://blog.fulcrumeq.com/insights/tag/kensington/page/2) - 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