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THE LIBRARY
Quarterly Newsletters
Our latest thinking, delivered every quarter.
Each quarter, we publish a newsletter with updates on portfolio positioning, market outlook, and timely financial planning considerations. These letters reflect the ongoing work we do behind the scenes, providing transparency into our decision-making, and keeping you connected to the broader AFT philosophy.


Foresight - Fall 2020
A t writing, global stock markets are up 10-11% since our Summer Foresight and up 50% to 55% from the lows of mid-March. As governments...
A.F.T. Trivest
Aug 31, 20208 min read


Foresight - Summer 2020
E very portfolio we manage has its own story. Portfolios may be in accumulation phase as a client family saves for retirement, or in...
A.F.T. Trivest
May 31, 20208 min read


Foresight - Spring 2020
W e have fielded a few queries recently about our investment rationale behind owning the iShares 1-5 Year Laddered Government Bond Index...
A.F.T. Trivest
Mar 1, 20207 min read


Foresight - Winter 2019
Looking backwards and forwards A s 2019 comes to a close, what may we expect from our portfolios in 2020, given the current global...
A.F.T. Trivest
Dec 1, 20198 min read


Foresight - Fall 2019
A FT Trivest celebrates the close of its 25th year in September, whilst Nilson & Company closes its 40th year. The end of this fourth...
A.F.T. Trivest
Aug 31, 20197 min read


Foresight - Summer 2019
Practicing Patience During The Mature Phase of a Bull Market The current decade-old Bull Market continues to surprise investors with its...
A.F.T. Trivest
May 31, 20199 min read


Foresight - Spring 2019
P ost the Winter 2018 edition of Foresight and our discussion of the recent global stock market correction to the end of November, global...
A.F.T. Trivest
Mar 1, 20197 min read


Foresight - Winter 2018
I nvestors certainly have noticed the increased volatility in global stocks in recent months, as well as their recent correction from...
A.F.T. Trivest
Dec 1, 20187 min read
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