Diary of a Portfolio Manager (Mother's Day Special)

 May 25, 2021 |Todd Kennedy
2021 is off to a roaring start. What I find very interesting is that, for the most part, the winners of 2020 have been a bit of a laggard so far and those that trailed behind last year have been the leaders this year. It’s only been 4 months…who knows...
Read more

Diary of a Portfolio Manager (Inflation…. Shorter-term or longer lasting?)

 May 21, 2021 |Todd Kennedy
Canadian banks expected to report good results The Canadian banks have performed well year-to-date, with share prices rising by roughly 20% already. Note. However, that this is after three years of somewhat flat share prices. That group is now well above...
Read more