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.

 

 

The Bank of Canada Addresses Lagging Canadian Productivity

 March 28, 2024 |Nick Scholte

In fact, Senior Deputy Governor, Carolyn Rogers, calls the lack of productivity growth an "emergency".

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Portfolios Have Been Tilted in Modest Favor of U.S. Equities

 March 22, 2024 |Nick Scholte

Greater U.S. economic growth versus stagnating Canadian growth (and actual declines in per capita Canadian GDP since 2019) argue in favor of this adjustment.

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Contemplating a Possible Shift Toward Modestly More U.S. Exposure

 March 08, 2024 |Nick Scholte

In spite of political and cultural division, the U.S. enjoys some structural economic advantages when compared to Canada. Portfolios may be modestly tilted in favor of recognizing these advantages.

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Push, Pull and Shove

 March 01, 2024 |Nick Scholte

The jostle amongst economic data, inflation and expectations for interest rate policy continues. As described herein, bad news is once again being treated as good news.

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