Author Archives: Retz Reeves
IIM International Portfolios: First Half of 2020
Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious … read more…
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IIM International Portfolios: Q1 2020
“When We Are Absent One From the Other” In 2019, the equity market overcame trade disruptions, Brexit fears and slowing economic growth only to be impaired this year by a piece of RNA that jumped from bats to humans, humans … read more…
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IIM International Portfolios: 2019 Letter to Investors
What A Year It Was What a difference a year makes! Overshadowed by Brexit, trade wars and fears of a recession equities dropped precipitously the last quarter of 2018 and created a bit of trepidation entering last year. Indeed, these … read more…
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