A Roytrin case study on active management, fees, stock selection; and knowing when to look under the hood. It is easy to look at a mutual fund’s holdings, see names such as Nvidia, Apple, Microsoft, Alphabet and Amazon, and assume you are getting something close to the performance of the U.S. stock market. But that is not necessarily how it works. A fund can own many of the market’s biggest winners and still significantly underperform. Why? The answer lies not simply in what

Royal Caribbean’s proposed Sandals investment raises different questions for shareholders and bondholders. This edition examines the opportunity, the risks and how RCL shares and its 2028 bond might fit within a diversified portfolio.

The Guardian’s September 20, 2026 report about a former Guardian Life of the Caribbean (GLOC) representative makes for uncomfortable reading. Clients alleged that more than $1.5 million was taken through transactions they had not authorized, involving disputed signatures, invoices, and email correspondence. Guardian also reported payments to a company that its registry search linked to the former representative. GLOC confirmed that the representative was no longer contracted

A practical guide for Caribbean professionals and business owners For someone who has spent years building a business or progressing through a demanding career, investing can develop through a series of separate decisions. There may be local shares purchased some years ago, a mutual fund receiving monthly contributions, a pension through work, property bought when an opportunity arose and, more recently, an overseas account holding an S&P 500 fund. Each purchase may have made

AGL says the price is fair. Peter Permell says it is inadequate... The latest financial results reveal a less straightforward answer. Agostini Limited has now put a cash price on the remaining shares of Prestige Holdings Limited. The number is TT$12.15 per PHL share. The offer is being made under By-Law 26 of the Securities Industry (Take-Over) By-Laws, 2005 to PHL shareholders who did not accept Agostini’s original takeover offer. Those shareholders have until November 2, 20

Peter Permell’s challenge appears to have moved the PHL takeover into its next phase. For the shareholders who did not accept Agostini’s offer, the question may soon shift from whether they have rights to what their shares are actually worth. When I wrote my previous article, “Beyond the Headline Premium: Did Prestige Holdings Shareholders Receive Fair Value?”, there were two issues surrounding Agostini Limited’s acquisition of Prestige Holdings Limited. The first was a legal