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Return to your seats and please fasten your seatbelts (part 2)

 March 20, 2023 |Charles F. Lasnier
Hello, I mentioned this morning that bond rates had fallen. To add some explanation to those words, let's look at 3 bonds: Canada, February 2025 / Canada, September 2027 / Canada, December 2032 (so 2, 5 and 10 years). Compared to a month ago (i.e. February...
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Return to your seats and please fasten your seatbelts.

 March 20, 2023 |Charles F. Lasnier
Good morning, I often tell you about turbulence and we have had some for a week. Silicon Valley Bank and Signature Bank have fallen and been somewhat rescued between last Thursday and Sunday. This morning Credit Suisse is being clobbered by 20% on the...
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Where are we going?

 February 28, 2023 |Charles F. Lasnier
On Friday, January 14th, 2022, our annual Equity conference in Toronto came to an end. Four days of meetings and presentations from internal and external experts. Analysts, strategists and fellow portfolio managers. Their conclusion was unanimous. 2022...
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