In our November 2023 commentary, we discuss: The recent market rally in equities; Inflation showing signs of slowing; The Canadian government’s response to housing challenges; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Brent Vandermeer, Senior Portfolio Manager provides a video overview of Q3-2023 and the ever-changing markets.
In our September 2023 commentary, we discuss: A new baseline for gold; Unintended consequences of the Russian oil price cap; Prices of metals needed for the transition to renewables; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
In our August 2023 commentary, we discuss: Lasting impacts from central bank policies; Bankruptcy from the UK’s second-largest city; Opportunities in private credit; and as we do each month, we highlight the top and bottom performing assets in our portfolios.