Insights & Newsletters

In my last update on July 22, I commented on how I felt it was a mistake to assume that Donald Trump was going to win the election after Joe Biden’s debate performance and the assassination attempt made it look like nothing was going to prevent a Trump...

Needless to say, it has been a very good start to the market this year. There’s just no two ways about it – it feels good! And while a correction can happen at any time and for reasons that sometimes we can’t foresee, I see no reason why we shouldn’t...

On May 9th, I spent the day attending an investment conference in Washington D.C. I very much enjoy going to these types of events but it can get expensive so I try to limit them to two or three a year. I definitely got my money’s worth from this one...

How the times have changed.

I was at an investment conference early in November of last year and was having lunch with a fellow portfolio manager and we began comparing notes about the market when he mentioned that he had his portfolio at about 50% cash. This seemed extreme to me...

Since the beginning of this year, the Canadian stock market is up about 5% and the US market is up over 7% extending their gains from the last part of 2023. It is obviously too early to tell how this year will end but it is starting out as a typical election...

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.