The Shape of the Recovery

FORECASTING RECOVERY SCENARIOS   Forecasting is about establishing scenarios and assigning probabilities. While difficult at the best of times, developing a rational thesis on the back of COVID-19, is all

How Will the COVID 19 Experience Affect ESG Investing? – Part 2

Rod Burylo Associate Portfolio Manager Manager of ESG Integration Calgary, Alberta rburylo@croftgroup.com   There are two foundational themes to the discussion of the merits of ESG (ethical) investing: values and

Covid-19 and ESG Investing – Part 1

Rod Burylo Associate Portfolio Manager Manager of ESG Integration Calgary, Alberta rburylo@croftgroup.com   It should be expected that the COVID 19 experience may have a profound impact on ESG investing

Statistical Life & Modern Monetary Theory

STRIKING A BALANCE President Trump wanted to re-open the US economy by April 12th because postponing a return to normalcy “could make the cure worse than the disease.” He eventually

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