Bi-weekly Client Letter 2023-08-25

 August 25, 2023 |Beth Arseneau
The second half of the summer saw more subdued price action with both equity and bond markets showing a slight decline. Investors’ immediate attention is likely on takeaways from a major conference of global central bank leaders and third-quarter results...
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Bi-weekly Client Letter 2023-08-11

 August 11, 2023 |Beth Arseneau
Global equity markets have pulled back slightly so far in August. The past few weeks have been marked by the U.S. credit rating downgrade by Fitch, one of three leading rating agencies. Although we foresee limited near-term consequences, we share its...
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Bi-weekly Client Letter 2023-06-30

 June 30, 2023 |Beth Arseneau
It’s hard to believe, but the first half of the year has come to a close. While it’s been eventful, one could argue it’s been relatively dull compared to the year ago period. Interest rates are still rising, but less aggressively than last year. The rate...
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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 2023-03-31

 March 31, 2023 |Beth Arseneau
The past few weeks have come as a relief to investors as bond and equity market volatility has subsided to some extent. Positively, the recent turmoil witnessed in the banking sector appears to have been contained. That should leave investors feeling...
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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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