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...
Read more

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...
Read more
Your responsible investing portfolio can include Canadian Oil

Your responsible investing portfolio can include Canadian Oil

 February 28, 2024 |Jackie Au, Lindsay Puls

A sound transition plan requires consideration of energy security as well.

Read more

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...
Read more
Previous