
Recent commentary and firm updates focused on market conditions, portfolio management, and the ongoing evolution of global investments.

Passive investing may have settled the question of which stocks to own, but not when to own the market. Jeffrey

Despite conflict around the Strait of Hormuz, volatility markets have remained remarkably calm. Jeffrey A. Sexton examines what this disconnect

Demeter Tactical Investments (ME) Limited has appointed Dr Ryan Lemand and Emmanouil Tzannes to its board, strengthening governance, regulatory expertise

Geopolitical uncertainty may dominate headlines, but markets continue to evolve through changing investment cycles. Demeter examines rolling market bubbles, systematic