Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

US Tariff's Impact April 2025

 April 04, 2025 |Todd Kennedy
Tariffs Finding a Path Through Near-Term Volatility Click Here An Update on the Recent Reciprocal Tariffs Click Here Global Insight Weekly Tariff Deluge: RBC's Initial Take Click Here
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Understanding Alternatives and their Role in Your Portfolio Invitation

 March 27, 2025 |Todd Kennedy
Understanding Alternatives and their role in your Portfolio with Robert Wilson from Picton Mahoney This is the first in a speaker series that we are hosting this Spring geared towards alternative investments as an asset class Thursday, April 03, 2025...
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Dazed and Confused

 March 24, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 21, 2025 “Every day I work so hard Bringin' home my hard-earned pay Try to love you, baby But you push me away” -Dazed and Confused, Led Zeppelin Global markets have benefitted from the lack of trade-related noise over...
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There's Too Many Men, Too Many People

 March 07, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER March 7, 2025 “There's too many men, too many people Making too many problems And there's not much love to go around Can't you see this is the land of confusion?” -Land of Confusion, Genesis Believe it or not, but we are only...
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We Didn't Start the Fire

 February 24, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 24, 2025 “We didn't start the fire It was always burning, since the world's been turning We didn't start the fire No, we didn't light it, but we tried to fight it” -We Didn't Start the Fire, Billy Joel I am looking...
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The Scientist

 February 19, 2025 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER February 19, 2025 “I was just guessing at numbers and figures Pulling the puzzles apart Questions of science, science and progress” -The Scientist, Coldplay This week, BlackRock Investment Institute’s global commentary is...
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Tariff and free trade image

Tariffs

 February 03, 2025 |Todd Kennedy
North American Industrials Initial Thoughts on Tariffs Pit Stop Key Global Debates in Global Autos Tariff thoughts Canadian Energy Infrastructure Washington Strategy Tariffs and Commodity Impact Tracking the Tariff Impact on Canadian Publicly Traded Consumer...
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Canada confronts U.S. protectionism

 January 31, 2025 |Todd Kennedy
You’ve asked for it and here it is. U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. For investors, RBC believes in maintaining a disciplined approach and resisting knee-jerk reactions...
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Trump to Lay Out Trade Vision

 January 24, 2025 |Todd Kennedy
I don’t want to have daily Trump updates but everyone is asking so figured this is timely. Still going through notes from RBC’s portfolio management conference and will summarize that in a newsletter before end of week. For now, “Art of the deal”, Surprise...
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Trump Ready to Bypass Congress on Border & Tariffs

 January 17, 2025 |Todd Kennedy
Lots on the go lately. Still making notes from the three day portfolio management conference I attended last week. Every question I get is about Trump. How to predict the unpredictable so let’s report some news. Let’s make a deal? First reporting I’ve...
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