Portfolio Managers’ Brief: November 2024
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).
PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
BY: Jason Ayres
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.
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