Tricia Leadbeater’s Quarterly Comments

Tricia enthusiastically consumes as much news and intelligence on global events, geopolitics, economics, and investing, as she can. She balances that by squeezing in time to enjoy novels, performing arts, live music, and film. Around once a quarter, she distills what she has absorbed into notes on the significant trends that will influence how we construct portfolios and manage wealth for the future. 

2023

• Third quarter 2023 market update - The 2023 seesaw market (October 2023)

• Pandemic recovery market has been quite a dramatic ride (July 2023)

• 2022 in 12 charts and portfolio positioning for 2023 (January 2023)

2022

• The quarter goes out like a lion (October 2022)

• Outlook is still cautious (July 2022)

2021

• 2021 was a year of investing records; can we expect more in 2022? (January 2022)

• Risks are rising but the forecast is still friendly (October 2021)

• The reopening economy (July 2021)

• Wondering when the party will end? (April 2021)

2020

  

 

• The unprecedented year pivots to the healing economy (January 2021)

• A tale of two quarters (July 2020)

2018

• 2018 in review and the year ahead

2017

• 2017 Market Review and Year Ahead (December 2017)

• Fear of missing out? Tension in the late innings of the bull market (October 2017)

• Summary of 1H 2017: the Trump trade fades, populism weakens, and currency markets get volatile (July 2017)

• The Trump Trade and Beyond (2017 First Quarter Review):