graphs showing market volatility

Investor Strategy

Santa may have come early

December 2022. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the holidays or…

1 minute read

candlestick and line chart of mid-year stock performance

Investor Strategy

Road not taken

November 2022. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given current yields…

2 minute read

market portfolio analysis

Investor Strategy

When does the bear market end?

October 2022. Even after the strong mid-summer rally, markets were left in a slightly negative position to end the quarter. In Canada, the S&P/TSX finished…

2 minute read

filtering market graph projections

Investor Strategy

Summer Sizzle Fizzle

September 2022. It seems as though the left side of the porridge (inflation) was too hot and the right side (the economy) too cool but…

1 minute read

graphs showing market volatility

Investor Strategy

Second half off to a good start

August 2022. One would think with CPI rising, Fed going 75 bps, Bank of Canada raising by 100 bps and U.S. GDP posting a second…

2 minute read

candlestick and line chart of mid-year stock performance

Investor Strategy

Our halftime report: a recap and playbook

July 2022. If this investing year were a football game, the coach would be having a hard talk with the team at this halftime. Markets…

2 minute read

market portfolio analysis

Investor Strategy

Passive or Active? Why not both?

June 2022. This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately,…

1 minute read

filtering market graph projections

Investor Strategy

Fixed income

May 2022. This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets…

1 minute read

graphs showing market volatility

Investor Strategy

Volatility in the house

April 2022. In this month’s issue we take a pause from our portfolio construction theme but will return to it next month. There has been…

1 minute read