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...
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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...
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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...
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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...
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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...
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