David Picton, Picton Mahoney Asset Management

Picton Mahoney Q123 Investment Review & Outlook: Retest risks should create longer-term opportunities

by David Picton & Team, CEO, Picton Mahoney Asset Management Overview Equities staged a strong recovery rally in…

March 1, 2023

August 17, 2022

OVERVIEW The headwinds that we discussed last quarter continue to pressure risk assets, but with even more force…

April 27, 2022

March 1, 2022

by David Picton and Team, Picton Mahoney Asset Management Overview Economies and markets seem to be transitioning from…

November 10, 2021

by David Picton and Team, Picton Mahoney Asset Management Highlights • Likely at maximum policy stimulus and economic…

August 15, 2021

by David Picton and Team, Picton Mahoney Asset Management Overview Stock markets have rallied dramatically over the past…

May 3, 2021

by David Picton and Team, Picton Mahoney Asset Management The combination of unprecedented monetary stimulus, ongoing fiscal support…

February 16, 2021

by David Picton and Team, Picton Mahoney Asset Management The coronavirus forced a global recession. Massive monetary and…

November 12, 2020

by David Picton and Team, Picton Mahoney Asset Management As the world continues to grapple with the COVID-19…

August 5, 2020

by Picton Mahoney Strategy Committee Published April 23, 2020 Our Quarterly Review and Outlook is designed to provide…

May 3, 2020