After a strong 2024 (led by the Mag 7 and Artificial Intelligence (AI) stocks), this investment year has started off with some volatility generated by the new Trump (2.0) administration and the release of the potentially disruptive DeepSeek AI app. These developments have occurred at a time when the global economy has solid growth prospects and easing inflation while markets (especially US large cap equities) are seen as relatively expensive.
Douglas Funds Consulting has returned for another year with the existing service offering of 1) managed account portfolio reviews particularly for platforms.
2) Investment Committee Chair and member roles; and
3) ad hoc research projects such as advice on investment research processes and fund research projects.
We have added capabilities (via an experienced individual who previously worked with Nigel Douglas) in portfolio construction and analysis for both accumulation and retirement portfolios. Further details are available on request.
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