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 strategies to minimize the risks and ride out the ongoing trade issues.

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 “nothing”.

The U.S. and China went tit for tat during the month of August as both sides introduced a new round of tariffs. Economic data came in somewhat weaker than expected and once again, the U.S. treasury bond market “inverted” and thereby flashed another recessionary signal.

Recession fears have been tilting investor sentiment for the past two years making the lon

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 policy from Central Banks, along with a fear-of-missing-out mindset on the part of investors.

A melt up defined by Investopedia “as a dramatic and unexpected improvement in the investment performance of an asset class, driven partly by a stampede of investors who don't want to miss out on its rise, rather than by fundamental improvements in the economy.”