First Quarter 2019

After the very weak performance by North American markets in the fourth quarter, particularly in December, equity markets have rebounded strongly. In spite of this, we continue to remain cautious. There is strong evidence that global economic growth is slowing. […]

Fourth Quarter 2018

For investors, 2018 came to a merciful close on December 31st. With increasing volatility stalking the equity markets throughout the month of December, it ended with the worst performing year since the financial crisis of 2008-2009. Negative returns were delivered […]

Third Quarter 2018

Over the past few years, financial markets have benefited from continuous global economic growth. As a result, major equity markets have delivered positive returns and credit markets are witnessing a gradual return to interest rate normality. Unfortunately, rising trade tensions […]

Second Quarter 2018

One of the more encouraging aspects of working in the investment industry is witnessing the practical evolution of humankind. Change happens constantly, and most of the time, for the better. As invigorating as this is, it is our challenge in […]

First Quarter 2018

For more than a decade, we have had a preference for investing in U.S. companies over their Canadian counterparts. The United States features a stronger and more diversified economy and a vastly deeper ecosystem of public companies across all sectors. […]

Fourth Quarter 2017

The past year has been one of the strongest in the eight year bull market run which began in March, 2009. During 2017, the S&P 500 delivered a 20% return (in U.S. dollar terms), far outperforming the Canadian market, which […]

Third Quarter 2017

The North American economies have experienced a steady recovery and expansion since the “great recession” of 2008-2009. In recent years, most major economies have joined in, providing a current landscape of synchronous global economic growth, a phenomenon not seen in […]

Second Quarter 2017

This most recent quarter has seen the continuation of synchronous global economic growth. This expansion is supported by increasing evidence that previously struggling emerging economies, such as Brazil and Russia are now back on track. India, under new leadership attempting […]

First Quarter 2017

Financial markets around the world are currently being pulled in opposing directions. The rise of political nationalism in the developed world continues to weigh in on global equity and fixed income markets. While markets may have digested Brexit and the […]

Fourth Quarter 2016

The rise of populism, culminating in the surprise win of Republican presidential candidate Donald J. Trump last November 8th, has already made a significant impact on both the fixed income and equity markets around the world. We suspect this is […]


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