get our regular market updates
monthly briefs and insights right to your inbox
Landside
First a caveat. As a proud Canadian, I have no skin in this game. Whatever one thinks about Donald Trump, does not change the fact he will be leading the US government for at least the next four years.
Portfolio Managers’ Brief: November 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Harvesting Capital Gains and Losses
Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”. The idea behind this annual review is multifold but in November and December, the focus becomes which investments...
It’s Alive
Since the lows of last November, North American financial markets have come alive like a phoenix rising from the ashes. The welcomed 50 bp rate cut by the Fed was really a cherry on top of the sundae. The real story is the marked change in the tone of Fed Speak.
Portfolio Managers’ Brief: September 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Back to School
While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the world of Financing and Taxation.
MACRO-ECONOMIC RESEARCH – FIRE, AIM, READY
If it were not enough that investors are digesting less than stellar second quarter earnings, they are also dealing with the mixed seasonal patterns unique to August. August tends to be a mediocre month for stocks, with no strong directional bias.
Portfolio Managers’ Brief: August 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: June 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – The Value Contradiction
When we think about value stocks, we think low price to earnings multiples and above average dividends. It makes value stocks ideal candidates for retirees seeking regular income with limited downside variability.