Diary of a Portfolio Manager

June 13, 2022 | Todd Kennedy


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I hope you had a good weekend. My oldest daughter was pretty excited to see the new Jurassic World movie which came out last week so we made sure to see that on Saturday. On Sunday, Ferrari had two great positions starting the Grand Prix in Azerbaijan yet neither car finished the race. Will be interesting to see what happens this weekend when the Formula One group comes to Montreal for the Canadian Grand Prix (first time since 2019).

Today I am sharing two pieces today that I did not write but came across over weekend that I felt may be of interest.

 

From the Globe and Mail June 9, 2022:

 

From our Portfolio strategy Group and their U.S. Recession Scorecard:

 

Enjoy the week ahead,

J. Todd Kennedy, CIM, FCSI

Senior Portfolio Manager

613-566-4582

toddkennedy.ca