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If we saw this situation coming, why didn’t we move more funds to cash: In November, in January, or even now?
...the key is to expect volatility and not try to guess what is going to happen. The One thing we do believe is that we will get through this.
Our neighbours to the south have decisively chosen Donald Trump as their next president. Regardless of how you feel about the result, the fact that it is a clear decision is good on a number of fronts.
...some of the top money managers from around the world came to speak about their investment approach, and how they see the markets and economy moving forward.
...the change that is receiving the most attention was the surprise change to the Capital Gains Inclusion rate.
...Fixed Income managers could be described as “giddy”. There was a clear sigh of relief as they now had yield in their portfolios. Two managers opened their presentation with the words “We’re Back!”.