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Learning that drives better investment decisions

A. Stotz All Weather Strategy – March 2021

All Weather Strategy: The All Weather Strategy underperformed World equity in March as Asia Pacific ex Japan, Emerging markets, and commodities weakened due to a stronger US dollar. Western markets could remain strong on stimulus plans, and China drives the East. Our equity target allocation is at 65% and commodities at 25%.

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VMC: What Is Capital Budgeting?

Capital budgeting is a process that helps determine whether a firm should invest in something or not. When businesses want to buy new long term assets such as new machinery or start a new project, it is imperative to consider if it would be worth it or not.

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