Avenue Insights

In this episode Bryden Teich and Bill Harris discuss the stock market during the first quarter of 2024. They also discuss some of the topics discussed in the Q4 2023 Avenue Investment Letter which is available at the below link: www.avenueinvestment.com/insights/q4-2023-annual-letter/ www.avenueinvestment.com »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Check out our other insights: https://avenueinvestment.com/insights... Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

In this quarter's podcast Matt Manara and Paul Gardner have a discussion on recent events in the bond market.

In episode 19, Bill Harris and Bryden Teich discuss the state of the market so far in 2022 and how Avenue is positioning the portfolio for the current environment. »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw

In this quarter's podcast, Bill Harris and Matt Manara discuss the investment outlook for Q4.

In this episode, Bill Harris and Bryden Teich have an in-depth discussion about the relationship between inflation and the velocity of a money. Episode recorded on April 22nd, 2021

In the first episode of 2021, Bill Harris and Bryden Teich discuss Avenue's outlook for the year ahead. Throughout their conversation they highlight the dilemma that investors continue to face in a low interest rate world. Bryden touches on the persistent role that Central Banks are playing with their continued market intervention, while Bill highlights the type of investments that are included in the Avenue portfolio.

In this episode Bryden Teich and Paul Gardner discuss the significant amount of government debt that has been issued thus far in 2020 and what the bond market is telling investors.

In Episode 9, Bryden Teich and Matt Manara discuss news from the recent Federal Reserve meeting and the concept of yield curve control. They highlight previous examples of yield curve control and the impact it had on real interest rates and asset prices. Recorded on June 11th, 2020