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.

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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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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