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.

Boys Don’t Cry

 October 29, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 29, 2024 “I try to laugh about it Cover it all up with lies I try to laugh about it Hiding the tears in my eyes 'Cause boys don't cry Boys don't cry” - Boy’s Don’t Cry, The Cure Good day all, Will a certain candidate...
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Inflation and Rates and Opportunities, Oh my!

 October 21, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 21, 2024 Good day, North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer...
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A Global Engine Stalls: Can China Restart Consumer Confidence?

 October 11, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 11, 2024 Good day, I hope this finds you and your family well as we approach Thanksgiving weekend. We are truly blessed. If you are reading this then it means that you are so very lucky compared to what many people...
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Balancing Act: Rate Cuts, Market Reactions, and Cautious Optimism

 September 27, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER SEPTEMBER 27, 2024 Good day, Not exactly sure why but it’s been a hectic few weeks with kids back to school and some extra time spent meeting people outside of the office. What’s been happening? I was going to reference the...
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Market Jitters: A Closer Look at Recent Volatility and Resilience

 September 27, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER SEPTEMBER 27, 2024 Good day, Not exactly sure why but it’s been a hectic few weeks with kids back to school and some extra time spent meeting people outside of the office. What’s been happening? I was going to reference the...
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Earnings, Economy, and Equity: Making Sense of Recent Market Moves

 August 09, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER August 9, 2024 Good day, Global equity markets have recently retraced some of their year-to-date gains, while government bond yields have fallen (i.e., higher bond prices), as investors gravitated towards the safety of high-quality...
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Navigating Tech Sell-Offs, U.S. Elections, and Canada’s Growth Challenges

 July 26, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER July 26, 2024 Good day, As a kid, I spent a lot of time in Alberta and always felt a connection there. The reason is my Dad’s family is there and that’s where he was born and raised. Jasper was always a special place. With...
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Navigating 2024’s Economic Challenges: Insights for Canada and Beyond

 June 28, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 28, 2024 HAPPY CANADA DAY! Good day, It's hard to believe, but we have reached the year’s midway point. Let’s reflect on this year’s developments and share some thoughts on the outlook. I also want to highlight the Global...
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Soft Landing in Sight? Monitoring Markets, Rates, and Economic Trends

 June 14, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 14, 2024 Good day, Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains still remain respectable. Meanwhile the U.S. equity market continues...
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From Inflation Declines to Stock Price Reactions: A Closer Look at Canada

 May 31, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 31, 2024 Good day, Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Over the past week, Canadian banks reported their second-quarter...
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