Introducing my New Associate: Vinny Saini

 December 23, 2024 |Beth Arseneau
Hello Everyone, I would like to welcome my new associate, Vinny Saini to the team. Vinny will be replacing Emily, all of Vinny’s contact information can be found below please update your contact information accordingly. Vinny has been working at RBC Dominion...
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Bi-weekly Client Letter 2024-10-18

 October 18, 2024 |Elizabeth Arseneau
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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Bi-weekly Client Letter 2024-09-20

 September 20, 2024 |Elizabeth Arseneau
The U.S. Federal Reserve cut interest rates this past week, joining many other major developed central banks who have started to reduce interest rates in recent months. Another important development was the notable decline in Canada’s inflation rate,...
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Bi-weekly Client Letter 2024-07-26

 July 26, 2024 |Elizabeth Arseneau
First and foremost, our thoughts go out to those that have been impacted by recent wildfires, in particular those in Jasper National Park. On the investing front, it has been an eventful few weeks. The Bank of Canada cut interest rates for the second...
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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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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 2024-04-19

 April 19, 2024 |Elizabeth Arseneau
The past few weeks have seen more meaningful activity across global equity, fixed income, commodity, and currency markets, marked by an increase in volatility. Two developments were particularly noteworthy. The first is a significant shift in U.S. interest...
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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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