Diary of a Portfolio Manager (Looking for something to get excited about)

June 27, 2021 |Todd Kennedy
All eyes were on the U.S. Federal Reserve last week. And, it did not disappoint, at least with respect to the buzz generated within the investment community. The Fed, as it is often referred to, appears to be preparing for a shift in its approach to monetary...
Read more

Diary of a Portfolio Manager (Canadian equities leading the way)

June 07, 2021 |Todd Kennedy
O Canada! Canadian equities leading the way The Canadian equity market has been one of the best performing this year. In Canadian dollar terms, the market is up by an even bigger margin than many of its global counterparts, driven by the strength of the...
Read more