2024 Q1 Market Update: Continued Strength & The Return of Active Management
First Quarter Review After a strong technology-led 2023, the stock market rally continued in the first three months of 2024. The gains have broadened out,…
January 2024 Market Commentary Letter
The Stock Market Can Continue to Rally The strong start in January and the resilience of the stock market in 2023 bodes well for the…
Mid-Year Market Update: Positioning for the Next Rally
What a remarkable turnaround it has been! Just a year ago, the stock market was gripped by concerns of high inflation, rising interest rates, lower…
Economics and Housing Sales
Economic conditions and job growth are key factors that can impact housing prices, along with interest rates, housing supply, and government policies related to housing…
Market Update for April 2023
The stock market had a strong performance in the first quarter of 2023 despite an increasingly shaky economic backdrop. We saw high rates of inflation…
Market Update Jan 2023
This is a time to reflect on the difficult year that has passed and focus on the challenges and opportunities ahead. Strategy Asset Manager’s active…