Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.
Market and Investment Insights
Strong Spending on Luxury – February 2023 Review
French stocks, particularly luxury goods producers LVMH, Kering, and Hermes International, have emerged as the breakout stars of 2023. Investors are betting that the sales and earnings of these luxury companies will remain robust now that…
Scorching Start for Equities – January 2023 Review
The new year has brought a surge in equity markets as slowing inflation has led to the anticipation that central banks are near peak rates. Canadian CPI rose 6.3% year over …
A Year of Price Discovery – December 2022 Review
December rounded out a year of particularly poor performance for financial markets. High inflation and rapidly rising interest rates led to abnormal losses…
Signs of a Slowdown – November 2022 Review
Equities continued to rally through November, shedding the risk‐off dynamics that have presided over markets for most of 2022. Two macroeconomic factors were supporting the push higher…