Portfolio Commentary – February 2024
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Our January 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
In our December 2023 commentary, we discuss: Impressive returns in fixed income; Optimistic markets despite challenges ahead; Canadian Tech Sector shines; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
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.