Bi-weekly Client Letter 2023-10-20

October 20, 2023 |Elizabeth Arseneau
All eyes have been focused on the Middle East over the past couple of weeks as the region has seen a sharp escalation in tensions following the Hamas terrorist attacks in Israel and the subsequent military onslaught in Gaza. Our thoughts are first and...
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Bi-weekly Client Letter 2023-10-05

October 05, 2023 |Beth Arseneau
The month of September proved to be challenging for global investors, with increased volatility and declines in prices across most sectors. Notably, the technology sector, a standout performer for most of the year, wasn’t immune as it too fell victim...
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Bi-weekly Client Letter 2023-09-08

September 08, 2023 |Beth Arseneau
Recent signs of a cooling Canadian economy led the Bank of Canada to hold interest rates steady this week, as anticipated. Canada's GDP for the second quarter fell short of forecasts, though factors such as the port strike and wildfires were partly to...
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Bi-weekly Client Letter 2023-07-14

July 14, 2023 |Beth Arseneau
It has been a busy start to the summer. The Bank of Canada raised interest rates as expected. Inflation figures in the U.S. suggest pricing pressures continue to ease. Meanwhile, the second quarter earnings season has officially begun. We also recently...
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Bi-weekly Client Letter 2023-06-2

June 02, 2023 |Beth Arseneau
Our thoughts go out to all those that have been affected by several wildfires across provinces from coast to coast. On the investment front, investors have been predictably preoccupied with the U.S. debt ceiling. Fortunately, a deal has been agreed upon...
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Bi-weekly Client Letter 2023-05-19

May 24, 2023 |Beth Arseneau
First and foremost, our thoughts are with the thousands of people who have been affected by the devastating wildfires in Alberta. On the investment side, the U.S. debt ceiling has been front and centre. While it hasn’t resulted in significant volatility...
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Bi-weekly Client Letter 2023-05-08

May 08, 2023 |Beth Arseneau
Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings season has come and is nearly gone...
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Bi-weekly Client Letter 2023-02-24

February 24, 2023 |Beth Arseneau
Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the equity side has been less pronounced...
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Bi-weekly Client Letter 2023-02-10

February 10, 2023 |Beth Arseneau
First and foremost, we want to acknowledge the devastating earthquake that took place in Turkey and Syria. Our hearts and prayers go out to all those impacted by this disaster. On the investment front, investors may be feeling somewhat confused given...
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