Diary of a Portfolio Manager

 June 30, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER Here are some thoughts from our Global Strategy Group as we head into a short week on both sides of the border: Rallies, recessions, and realistic thinking While the S&P 500’s surge over the past nine months has rekindled...
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Diary of a Portfolio Manager

 June 02, 2023 |Todd Kennedy
It’s Dickinson Days in Manotick and the big parade is tonight. This is the first time in a few years that there has not been a float being decorated in my driveway the day of the parade. On the investment front, many have been predictably preoccupied...
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