Those of us in the financial business spend a lot of our time explaining why things happen. The volatility investors have been experiencing in the last few months and particularly, over the past month, is fodder for explanation bias.

In this second part to my discussion with Richard Croft Founder & CIO, we discuss portfolio rebalancing and portfolio performance comparative to the stock market indices we track such as the S&P 500, Nasdaq and TSX as well as a brief outlook on our expectations for 2024.

In part one of our conversation, Founder and CIO RIchard Croft touches on the anticipated direction of interest rates and how Canadian banks have been impacted by the current economic environment and what to expect going forward. He also comments on inflation expectations and just how we are managing risk in client portfolios.

A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).

A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).