A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

Strong Earnings from the Tech Giants, But a Tepid Market Response

 April 30, 2021 |Nick Scholte

Why? Perhaps overstated concerns about market valuations played a role. So too perhaps the highly progressive vision put forth by President Biden.

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Sad as it is, the Covid Struggles of the Developing World are Unlikely to Derail the Recovery in Economically Advanced Nations

 April 23, 2021 |Nick Scholte

As North America gears up for its-post pandemic future, it feels right to acknowledge the struggles of the developing world.

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Economic Data Surges in the U.S.

 April 16, 2021 |Nick Scholte

Vaccine rollouts, stimulus cheques, low interest rates and the releasing of pent-up demand see many U.S. economic metrics at or near all-time highs. The Canadian stock market indicates a similar, albeit delayed, path lies ahead in our home country.

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As a Post-Covid Reality Approaches, Strong Economic Metrics in the "Here and Now" Reflect the Optimism

 April 09, 2021 |Nick Scholte

And certainly the promise of sustained support from the U.S. Federal Reserve doesn't hurt. Client portfolios have been moved to a significant overweight equities stance.

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Expectations for the Back-Half of 2021 Continue to Build

 April 01, 2021 |Nick Scholte

With these, a shift from a modest overweight in equities to a significant overweight positioning has been initiated. The rebalance will be completed Monday.

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