Resources
Learn from industry leaders, discover insights, and stay up-to-date with relevant news.
Thought leadership
Expert advice and insights about the independent practice space.
Featured
Can't Get No Diversification
09 March, 2026 by Craig BasingerRising geopolitical risk is making diversification even more difficult. How can portfolio managers compensate for a fragile market and build a diversified defence?
Boots vs. Bombs03 March, 2026 by Craig BasingerThe recent U.S.–Iran conflict has drawn a muted response from markets. Is a wait-and-see approach warranted, and what factors should investors keep monitoring?
HALO Immunity Idol02 March, 2026 by Craig BasingerAs growth and technology stocks roll over, cyclicals and defensives are now holding up the market. Does this signal a meaningful shift underneath the headline volatility?
Earnings Get the Gold!23 February, 2026 by Craig BasingerMany factors can move markets, but nothing matters more than earnings. So with earnings projections improving for 2026, are markets finally getting the help they need to stay resilient?
The AI Scare Trade17 February, 2026 by Craig BasingerWherever there’s any whiff of how AI could potentially disrupt an existing business model or service, stocks plunge lower. Are these drops accurate, or do they present an opportunity for investors?
Markets Get Claude'd09 February, 2026 by Craig BasingerThis week, Anthropic launched an updated Claude AI model (Claude Cowork) focused on business solutions. The market has quickly jumped to the conclusion that this will disrupt not just software but businesses from law to advertising.