Storm Clouds on the Horizon

Storm Clouds on the Horizon Sunset Beach, CA: observing freight ships waiting to dock and unload at Long Beach We began allocating equities on November 6, 2020: the day the U.S. election result became clear. And in March 2021, we described why we remained fully...

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Shining the Light on Commodities

Shining the Light on CommoditiesForeign exchange management, ethical investing, and LaIF themes overlay LaIF’s five, risk/return strategies.  LaIF themes are emerging trends that translate into actionable allocations; where we “shine the light”. Currently, we are...

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Inflation is Like Kale

Inflation is Like KaleLast month investors feared the Fed would raise rates to counter inflation. This month, the Fed told us they do not fear inflation because the latest figures reflect a temporary spike. So now, investors fear the Fed is wrong.  Everyone is right....

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Jump In – But with a Strategy

Jump In – But with a StrategyCurrently many investors are holding large cash positions because they are spooked by the volatility in growth stocks, and geo-political instability.  Russia is amassing its military presence at the Ukrainian border, there is mounting...

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We are fully invested

We are fully invested The news is very, very positive: LaIF’s Core/Satellite approach has proven to out-perform over the past five years. We built up top-rated bond positions when interest rates spiked four years ago and then enjoyed both price and yield developments...

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How to Navigate the Current Market

How to Navigate the Current Market   We at LaIF believe, as communicated, that the markets need to experience another correction before a sustainable recovery will take hold. First of all, there are too many unresolved problems from the 2008 recession, that have...

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Art as Fitness and Fitness as Art

Some of my favorite creative outlets are also sport arts. Dance is clearly both – but gardening and drumming are also where the two concepts meet. I believe every art form can also be a physical activity and vice versa. And it’s a great idea to find inspiration in...

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Ethical Investing

33 years ago, I worked at the United Nations as a Public Information Assistant in New York City. It was a logical step after university, where I had majored in International Politics and Foreign Languages. It was an amazing experience. But then, weighed...

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