Thematic products have become a critical part of the investing landscape by providing investors focused exposure to a sector or a group of companies in order to capitalize on a specific and timely trend. This month’s Thematic Times focuses on the biotechnology sector, where innovation and acquisition potential provide ample room for price movement. However, uncertainty within the sector makes indexed strategies a simpler and more suitable solution than stock picking for many investors.

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While we may have missed getting out our Thoughts From The Divide year-in-review piece before the new year (mea maxima culpa), we did manage to spend some time going through our “best of” and “greatest hits” in anticipation of the changing of the calendar. As usual, there were some repeated themes and tropes, but at the highest level, what struck us was that last year seemed very much governed by the timeless question from the underrated philosopher of science, Whitney Houston: “How will I know?” (closely followed by her observation that “crack is whack”) Read more →

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NDR Fixed Income Allocation Strategy April 2023 Update

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The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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