Weekly Letter: A Perspective on the 2020 Financial Markets

Sep 25, 2020 |Warren Andrukow
Weakness in global markets has continued to persist. A laundry list of items were to blame this week, including a number of U.S. monetary policymakers who pleaded for Congress to pass more fiscal stimulus, concerns over the potential of a contested U...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Sep 18, 2020 |Warren Andrukow
Global markets were relatively flat over the past week. But, beneath the surface, the investor unease that emerged a few weeks ago remains in place. It’s hard to pinpoint why that is, and it may be a simple case of a much needed pause after a rather rapid...
Read more

Is the Stock Market Divorced From Reality?

Sep 15, 2020 |Weston Wellington
I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my iPhone and Microsoft Surface Pro to keep in touch with the office via email and Zoom video. I haven’t...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Sep 11, 2020 |Warren Andrukow
Global equity markets experienced some jitteriness over the past week, following through on some of the weakness that began the week before. We provide a bit more colour on the recent action and address the growing importance of the technology sector...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Sep 04, 2020 |Warren Andrukow
Global equity markets experienced some weakness this week, though the decline was sparked by no obvious catalyst. The week was also highlighted by a combination of hope on the vaccine front and global economic data for the month of August that suggest...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Aug 28, 2020 |Warren Andrukow
It was an eventful week from a news flow perspective, particularly in the United States, though much of it had little to do with the economy or markets. Another violent incident involving law enforcement and a black man in the U.S. rekindled the strong...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Aug 21, 2020 |Warren Andrukow
Global equity markets were largely unchanged over the past week. The resignation of the Canadian Minster of Finance and the virtually-held U.S. Democratic National Convention received a lot of media attention, though investors appeared less interested...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Aug 14, 2020 |Warren Andrukow
Global equity markets crept marginally higher this week despite the lack of progress on a U.S. stimulus package. This week, we address the dichotomy that has emerged on the virus front between the U.S. and much of the rest of the world. We also discuss...
Read more

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Aug 12, 2020 |Warren Andrukow
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments...
Read more

Weekly Letter: A Perspective on the 2020 Financial Markets

Aug 07, 2020 |Warren Andrukow
North American equity markets advanced in a holiday-shortened week in Canada as investors continued to digest second quarter earnings reports and management outlooks for the balance of the year. This week will be remembered for the horrifying explosion...
Read more

Subscribe to Our Blog

Please let us know if you would like to be informed when new content is posted to our Blog.

*Required fields