Diary of a Portfolio Manager

 September 28, 2022 |Todd Kennedy
Something a little different today... Below are two pieces that I did not write. However, I felt that they were interesting and worth sharing. The first is from our Global Advisory Group and the second from the Globe and Mail. 1) THE FED INDUCED DOWNDRAFT...
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Diary of a Portfolio Manager

 September 18, 2022 |Todd Kennedy
The Value of Predictions I see a lot of forecasts and predictions, and many are wrong. Brexit – wouldn’t happen. Trump – would not win election in 2016. 2020 U.S. election – if undecided on election day, the markets would tank. Took a week to figure it...
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Diary of a Portfolio Manager

 September 06, 2022 |Todd Kennedy
Another long weekend has come and gone. While markets enjoyed a sense of calm for most of the season (very strong July and August started off quite decently), the same cannot be said of the past few weeks. Volatility has resurfaced, and along with it...
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