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.
In the July 2023 review we discuss improvement in the IMF’s growth outlook; Changes in Japan’s monetary policy, and the funding crisis in renewable energy. As we do each month, we highlight the top and bottom performing assets in our portfolios.
In the June 2023 commentary, we discuss Ontario’s nuclear energy development; China’s activity in liquid natural gas markets; Canadian consumer and the labour market; 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…