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.

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...
Read more

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...
Read more

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...
Read more

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...
Read more

A Global Engine Stalls: Can China Restart Consumer Confidence?

 October 11, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 11, 2024 Good day, I hope this finds you and your family well as we approach Thanksgiving weekend. We are truly blessed. If you are reading this then it means that you are so very lucky compared to what many people...
Read more

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...
Read more

Market Jitters: A Closer Look at Recent Volatility and Resilience

 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...
Read more

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...
Read more

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...
Read more

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...
Read more
Next