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.
Traders are beginning to express skepticism about the sustainability of the stock rally year-to-date and are issuing warnings about a potential market downturn later in the year. Despite optimism surrounding a US debt-ceiling…
The Q1 2023 US earnings season has begun and will show the impact of the Fed’s monetary policy on corporate profitability. Year‐over‐year earnings growth is expected at…
OPEC+’s surprise production cut is expected to eliminate the current supply surplus and push world oil markets into a deeper deficit later this year. Before the intervention…
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…
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 …