March 2021 Commentary & Performance Review
It has been one year since the S&P 500 hit a bottom on March 23rd. Since then, the index had gained nearly 75% and is showing few signs of slowing. The S&P/TSX Composite has similarly returned over…
Market and Investment Insights
February 2021 Commentary & Performance Review
During the month, yields on long‐dated government bonds spiked, representing the growing unease market participants are having with higher inflation expectations. These higher yields carried through …
January 2021 Commentary & Performance Review
Last month seemed to have a different market‐shaping event every other day. While the introduction of a vaccine will help mitigate some future volatility around COVID‐19 infection rates, it’s already obvious 2021 will not…
December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…