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 2024-04-19

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 2024-01-12

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 2023-06-2

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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