Neil's Monthly Updates

To view Neil’s most recent monthly updates, please click on the link below:

November 2025

October 2025

September 2025

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - November 24, 2025

AI’s wild ride

The impact of rates, tariffs and uncertainty slowly make their way into the economy and company earnings. Impatience bias isn’t a behaviour bias as far as we can tell, but maybe it should be.

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Investor Strategy - November 2025

Everyone loves balloons until they pop

2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?

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