Portfolio Commentary – January 2024
Our January 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Market and Investment Insights
Navigating the Winds of Change – December 2023 Review
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.
Q3-2023 Review & Update
Brent Vandermeer, Senior Portfolio Manager provides a video overview of Q3-2023 and the ever-changing markets.
Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.