How The Coronavirus Has Impacted The Markets And Our Look Ahead
EXECUTIVE SUMMARY Marilyn Ferguson[1] lays claim to the following: “Fear is a question… What are you afraid of, and why? Just as the seed of health is in illness,
March 2020 Commentary & Outlook
Fastest Correction in History At the risk of overstating the obvious, the month of February was challenging both psychologically and financially for investors. As the spread of the Covid-19 virus
Croft Joins BMO to Open the Market
Thanks to Kevin Prins and Laura Tase of BMO Global Asset Management for the invitation to be part of the ringing of the opening bell at the Toronto Stock Exchange.
January 2020 Commentary & Outlook
Onward and Upward There was very little holding the U.S. and Canadian stock markets back in December. We had identified a possible headwind with a proposed round of tariffs set
December 2019 Commentary & Outlook
Optimism Continues U.S. and Canadian stocks continued to extend their gains through the month of November and into December, with consumer and service-based sectors leading the charge. Markets continued to
Investments to Make During a Trade War
The trade war between Trump and China may have reached a temporary truce but signs of escalation remain. With the ongoing conflict creating more uncertainties, investors are looking for better
What’s Changed?
There has been an overriding question raised during our investment committee meetings over the past several months “what’s changed?” and to this point the answer continues to be a resounding
Recession Fears Continue
RECESSION FEARS Recession fears have been tilting investor sentiment for the past two years making the longest bull market in history the least loved bull market in history. Leaders of
What’s Motivating Markets?
Last month we referenced the continued-up trend in the Canadian and U.S. stock markets for the month of June as being driven by the expectation of a more accommodating monetary