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.

 

 

Special Update - A Shift to Underweight Equities has Been Made

 February 26, 2020 |Nick Scholte

Community spread of the coronavirus outside of China has prompted a warning from the CDC. A special investment panel hosted internally by RBC suggests the economic impact of the coronavirus may be underappreciated.

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After a Good Run, Markets May be Due for a Correction - Might the Developing Asian Viral Outbreak be the Catalyst?

 January 25, 2020 |Nick Scholte

Whatever the answer, corrections are normal and healthy in ongoing bull markets. No overt defensive measures are anticipated, although a concessionary delay in putting past defensive proceeds back to work is being considered.

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