Bi-weekly Client Letter 2024-06-14

 June 14, 2024 |Elizabeth Arseneau
Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains remain respectable. Meanwhile, the U.S. equity market continues to display strength, driven by the large-cap technology...
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Bi-weekly Client Letter 2024-05-31

 May 31, 2024 |Elizabeth Arseneau
Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments and reflect on the Canadian equity market’s performance...
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Private Investment Management- 2024 First Quarter Review

 May 14, 2024 |Beth Arseneau
Q1 Economic Summary Equity returns were positive in the first quarter of 2024. The S&P/TSX, S&P 500, and MSCI EAFE Indexes were up about 7%, 13% and 7% respectively (Figure 1, Returns in CAD$). In Canada, Energy and Materials leading the way, while Energy...
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Bi-weekly Client Letter 2024-04-05

 April 05, 2024 |Elizabeth Arseneau
Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...
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Bi-weekly Client Letter 2024-02-09

 February 09, 2024 |Elizabeth Arseneau
Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology stocks...
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Bi-weekly Client Letter 2024-01-26

 January 26, 2024 |Elizabeth Arseneau
North American equity markets have continued to push higher through the first month of the year. Given the anticipation for lower interest rates, all eyes remain focused on the world's central banks. This past week, the Bank of Canada decided to maintain...
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Bi-weekly Client Letter 2024-01-12

 January 12, 2024 |Beth Arseneau
Happy new year. Market action in the first few weeks has been relatively muted, contrasting with the strong gains witnessed towards the end of last year. This moderation can be attributed to a string of slightly stronger global economic data, prompting...
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Bi-weekly Client Letter 2023-11-17

 November 22, 2023 |Elizabeth Arseneau
Thus far, the month of November is proving to be one of the stronger periods of the year with global equity and bond markets notably higher. Those gains have made up for some of the weakness witnessed during the first part of the fall. There may be a...
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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 2023-09-22

 September 22, 2023 |Beth Arseneau
Global equity markets have given back some of their year-to-date gains so far in September while government bond yields have moved noticeably higher in recent weeks. The market action can be attributed to mixed economic signals and messaging from central...
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