Skip to main content

Newsletters

Optivest Foundation

The result of all of this just might be rising U.S. wages, lower borrowing costs and continued support for the markets but trade wars and rising deficits keep investors fearful. Expect continued “headline volatility” in the near term and follow our advice to not align your investment portfolio on one single forecast.

We are focusing on short-duration, high credit fixed income, watching U.S. trade talks, manufacturing and GDP when considering exposure to equities, focusing more on U.S. and Emerging Markets than on Europe. We are always seeking well priced, cash-flow generating real estate investment opportunities for tax efficient income. We continue to favor hedging equities with low- and non-correlated alternatives so our portfolios can provide cash flows and durability through the peaks and valleys ahead.

Respectfully,

Leslie, Matt, Bart, Letitia & Stella