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.

Inflation and Rates and Opportunities, Oh my!

 October 21, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 21, 2024 Good day, North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer...
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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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Soft Landing in Sight? Monitoring Markets, Rates, and Economic Trends

 June 14, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER June 14, 2024 Good day, Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains still remain respectable. Meanwhile the U.S. equity market continues...
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From Inflation Declines to Stock Price Reactions: A Closer Look at Canada

 May 31, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER May 31, 2024 Good day, Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Over the past week, Canadian banks reported their second-quarter...
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