Tariff Talk: Client Q&A on Market Impact and Economic Risks

In Pure Portfolios’ March 2025 Commentary, Chief Investment Officer, Nik Schuurmans unpacks the growing disconnect between investor sentiment and market fundamentals. Watch the video below……
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In Pure Portfolios’ February 2025 Commentary, Chief Investment Officer, Nik Schuurmans covers headline risk, AI trade fatigue, seasonality, corporate credit spreads, and volatility. Watch the…
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In Pure Portfolios’ January 2025 Commentary, Chief Investment Officer, Nik Schuurmans covers the illusion of diversification, the Deep Seek disruption, Nvidia’s massive selloff, and the…
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In Pure Portfolios’ December 2024 Commentary, Chief Investment Officer, Nik Schuurmans reflects on a year of market resilience and the set-up heading into 2025. Nik…
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In Pure Portfolios’ November 2024 Commentary, Chief Investment Officer, Nik Schuurmans, covers how the market tends to overshoot post-election, how stocks perform when one party…
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In Pure Portfolios’ October 2024 Commentary, Chief Investment Officer, Nik Schuurmans, covers asset class returns & falling inflation, how often the U.S. economy is in…
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In Pure Portfolios’ September Commentary, Chief Investment Officer, Nik Schuurmans, covers the Fed pivot & future S&P 500 returns, softening labor market, and the borrowing…
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In Pure Portfolios’ August Commentary, Chief Investment Officer, Nik Schuurmans, covers rate cuts & future returns, the quiet comeback of bonds, and why the “misery…
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Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging…
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