Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

Canada confronts U.S. protectionism

 January 31, 2025 |Todd Kennedy
You’ve asked for it and here it is. U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. For investors, RBC believes in maintaining a disciplined approach and resisting knee-jerk reactions...
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Trump to Lay Out Trade Vision

 January 24, 2025 |Todd Kennedy
I don’t want to have daily Trump updates but everyone is asking so figured this is timely. Still going through notes from RBC’s portfolio management conference and will summarize that in a newsletter before end of week. For now, “Art of the deal”, Surprise...
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Portfolio Management Conference Recap Part 3: Markets, Memes & Money Moves

 January 07, 2025 |Todd Kennedy
FACEBOOK PAGE I would like to invite you to like our new Facebook page – look for ‘Todd Kennedy, Senior Portfolio Manager of RBC Dominion Securities’ if you are so inclined. You can also simply check this link Todd Kennedy Facebook page. I will put articles...
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Portfolio Management Conference Recap Part 2: "I have no special talents. I am only passionately curious" - Albert Einstein

 January 03, 2025 |Todd Kennedy
FACEBOOK PAGE I would like to invite you to like our new Facebook page – look for ‘Todd Kennedy, Senior Portfolio Manager of RBC Dominion Securities’ if you are so inclined. You can also simply check this link Todd Kennedy Facebook page. I will put articles...
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Portfolio Management Conference Recap Part 1: New Year's Day

 January 01, 2025 |Todd Kennedy
“And so we were told this is the golden age And gold is the reason for the wars we wage Though I want to be with you, be with you night and day Nothing changes on New Year's Day” - New Year’s Day, U2 FACEBOOK PAGE I would like to invite you to like our...
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Boys Don’t Cry

 October 29, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 29, 2024 “I try to laugh about it Cover it all up with lies I try to laugh about it Hiding the tears in my eyes 'Cause boys don't cry Boys don't cry” - Boy’s Don’t Cry, The Cure Good day all, Will a certain candidate...
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Balancing Act: Rate Cuts, Market Reactions, and Cautious Optimism

 September 27, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER SEPTEMBER 27, 2024 Good day, Not exactly sure why but it’s been a hectic few weeks with kids back to school and some extra time spent meeting people outside of the office. What’s been happening? I was going to reference the...
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Earnings, Economy, and Equity: Making Sense of Recent Market Moves

 August 09, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER August 9, 2024 Good day, Global equity markets have recently retraced some of their year-to-date gains, while government bond yields have fallen (i.e., higher bond prices), as investors gravitated towards the safety of high-quality...
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Navigating Tech Sell-Offs, U.S. Elections, and Canada’s Growth Challenges

 July 26, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER July 26, 2024 Good day, As a kid, I spent a lot of time in Alberta and always felt a connection there. The reason is my Dad’s family is there and that’s where he was born and raised. Jasper was always a special place. With...
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Navigating 2024’s Economic Challenges: Insights for Canada and Beyond

 June 28, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 28, 2024 HAPPY CANADA DAY! Good day, It's hard to believe, but we have reached the year’s midway point. Let’s reflect on this year’s developments and share some thoughts on the outlook. I also want to highlight the Global...
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