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Insights & Manager Commentary

by Craig Love, on December 22, 2023

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 …

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Topics:Manager CommentaryKensington

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

by Craig Love, on October 25, 2023

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 …

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Topics:Manager CommentaryKensington

by Craig Love, on October 20, 2023

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

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Topics:Manager CommentaryChurchill

by Craig Love, on October 12, 2023

Fed Chairman Powell made it clear in his press conference that rates will likely have to remain higher for longer to battle stubborn inflation. The tough rhetoric along with September …

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Topics:Manager CommentaryChurchill

by Craig Love, on September 21, 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

by Craig Love, on September 20, 2023

In the latest Churchill market update, they discuss an optimistic economic outlook and the recent market action. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This report is …

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Topics:Manager CommentaryChurchill