Strategic Growth and Income Fund – Featured

January 11, 2022
Written by Evan Warburton

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Balanced Funds – Q3 2022

Highlights Policymakers in most parts of the world have raised rates this year with the count and pace continuing to mount. The US Bond Market has had a -0.3% annualized return over the last five years, the first negative five-year return in US bond market history. Global bond markets have been even worse. Against this market backdrop, the equity holdings within the Fund detracted, while we saw positive contributions from our fixed income exposure and holdings in alternative strategies. While forward-looking growth and earnings estimates have remained steady, fears of an economic slowdown and a recession on the horizon have…

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