Drum Hill Capital offers its take on the volatile start to 2020, and discusses its positioning for the uncertain path ahead.

As 2019 began, many investors found themselves reeling from December’s intense market rout, which capped off the worst year for U.S. equities since 2008. Man...

A recent visit to Antwerp sparked some initial thoughts on renewable energy and other "global challenges".

Recently, we had the opportunity to meet with the management team of Nobina AB, the Nordic region’s largest and most experienced public tran

For years now, it’s seemed as though the “age of mobile payments” has always been just around the corner. Apple Pay launched in 2014, followed shortly therea...

Zach Olson, our Director of Investment Research, was recently interviewed on the Investing City Podcast. Investing City started its podcast series late last ...

As the year began, most investors found themselves still shaken by the dramatic market rout that had occurred in the final quarter of 2018. Many expected yet...

A Year to Re-position... As this year drew to a close, we found ourselves in the midst of a fairly significant market decline. This seemed to result in headl...

Over the past year, I’ve had the opportunity to visit several cities in Latin America, as I seek to learn more about the region. My most recent visit this mo...

Shifting Views… Looking back on the past six months, one of the more striking shifts we have encountered is an increased willingness on the part of market pa...

An Improving Outlook… Many felt that 2017 would represent a continuation of the previous year’s excitement, tumult and unpredictability. However, perhaps the...

Reasons for Optimism Yet again, we saw equity markets continue to rise amidst an improvement in the outlook for global growth. The U.S. economy has continued...

Last month, I had the opportunity to attend Berkshire Hathaway’s Annual Meeting. This “Woodstock for Capitalists” fully lives up to its hype, drawing tens of...

An Encouraging Start Unlike in recent years, the beginning of 2017 was not marked by a great deal of market volatility, but rather a continuation of the impr...

2016: Learning to Expect (and Accept) the Unexpected When this year began, it seemed as though markets had priced in, with a good deal of certainty, a contin...

Summer Slowdown It is certainly no secret that the summer months tend to be among the quietest for markets. Yet this year’s lull was quite pronounced, as the...

For most, the term “Industrial Revolution” invokes images of steam engines, textile mills and gas lighting. However, this was but the first of many landmark ...

Britain’s Way Out After a chaotic start to the year, it seemed that markets were ready to find a new, calmer pace. For most of the second quarter, equities m...

Another False Start Much like the beginning of the past two years, the beginning of 2016 was marked by a great deal of market volatility. Global equities fel...

2015: Meeting Expectations? It seems that, as each year comes to a close, investors everywhere want to discuss what they believe lies ahead of them after the...