Diary of a Portfolio Manager

June 30, 2022 |Todd Kennedy
Happy Canada Day! RBC DS’s investment team publishes commentary that I read when it arrives in my email inbox. Recently published is the Midyear Outlook, in which they discuss the vulnerabilities that remain. The team outlines two scenarios: 1) inflation...
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Diary of a Portfolio Manager

June 17, 2022 |Todd Kennedy
“The four most dangerous words in investing are: 'this time it's different” -John Templeton Is it 1986? Top Gun is the number one movie at the box office. “Running Up That Hill” by Kate Bush is top of the music charts. There are tense relations with Russia...
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Diary of a Portfolio Manager

June 13, 2022 |Todd Kennedy
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...
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Diary of a Portfolio Manager - 100 Days Since Russia Invaded Ukraine

June 03, 2022 |Ryan King
Global markets have experienced a modest recovery in recent weeks, which has been met with a collective sigh of relief by investors. It is hard to point to a particular catalyst, but a growing view that inflation, while still very elevated, may be close...
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