In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now.

As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward.

I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.