Rock stack

Summer 2018 Investment Portfolio Strategy Update

 July 19, 2018 |Daniel Kelly

In this quarter's note, we examine the current state of markets as investors grapple with rising interest rates and the prospects of a trade war, as we venture into the late innings of this market cycle.

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Woman on i-pad

Spring 2018 Investment Portfolio Strategy Update

 April 19, 2018 |Daniel Kelly

Spring 2018 Investment Portfolio Strategy Update covers our latest views on our portfolio positioning where we discuss a variety of topics including economic outlook, fixed income, currencies, Canadian, US and International Equities .

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Skyscrapers

Commentary on Recent Market Volatility - February 2018

 February 10, 2018 |Daniel Kelly

As a quick recap, here a few of the techniques we have been deploying to mitigate (but not necessarily totally eliminate) volatility and downside risk in client portfolios...

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