Market and Investment Insights
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Portfolio Commentary – August 2025
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.
Insights
May 2021 Commentary & Performance Review
Canadian and U.S. equity markets rose through the month, with the S&P/TSX 60 up 4.60% and the S&P 500 up 0.18%, which ended the month early on 28‐May as U.S. markets were closed for Memorial Day. The TSX has…
April 2021 Commentary & Performance Review
Financial markets showed broad‐based strength through the month as the economic recovery continued. Although COVID‐19 cases were rising in some regions, investors showed…
March 2021 Commentary & Performance Review
It has been one year since the S&P 500 hit a bottom on March 23rd. Since then, the index had gained nearly 75% and is showing few signs of slowing. The S&P/TSX Composite has similarly returned over…
February 2021 Commentary & Performance Review
During the month, yields on long‐dated government bonds spiked, representing the growing unease market participants are having with higher inflation expectations. These higher yields carried through …
January 2021 Commentary & Performance Review
Last month seemed to have a different market‐shaping event every other day. While the introduction of a vaccine will help mitigate some future volatility around COVID‐19 infection rates, it’s already obvious 2021 will not…
December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
Turbulence Part II
Back in late November, we wrote a Market Commentary entitled “Turbulence” and mused it was “time to buckle up”. In the late summer (August 26th to be precise) we had started to meaningfully decrease risk exposure in the portfolios. We took further steps on December...
Turbulence
Commentary from the desk of Brent Vandermeer Market turbulence often causes increasing amount of concern for investors. This is completely understandable. This is especially true given the last few years of market performance. Interestingly, many of you (my clients...
Not to toot our own horn, but…OK
In addition to our excellent investment selections, we’d like to show you a few other ways in which we add value. We could highlight our excellent customer service, or our best-in-class financial planning and long-term estate and tax planning services, however, the...
July Market Commentary
A few comments for you today on recent market moves in the United States to support why we have become more defensive in our positioning in the equity portion of your portfolio: The stock market has rebounded in July, but fewer companies are leading the charge. Below...
Our New Investment – It’s Not Just Any Other Investment!
Executive Summary: I'm extremely excited to share with you this new investment I was able to design with my colleagues at Scotia Global Banking and Markets. The ability to do this type of thing is quite unique to us, how we’re licensed and various other factors, so I...
Will You Be Ready for Retirement?
Recently we found some interesting articles regarding saving for retirement and whether Canadians are preparing and will have enough savings to support them in their retirement. We at Vandermeer Wealth Management find it interesting that depending on who does the...
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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.
Strong Spending on Luxury – February 2023 Review
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…
Scorching Start for Equities – January 2023 Review
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 …
A Year of Price Discovery – December 2022 Review
December rounded out a year of particularly poor performance for financial markets. High inflation and rapidly rising interest rates led to abnormal losses…
Signs of a Slowdown – November 2022 Review
Equities continued to rally through November, shedding the risk‐off dynamics that have presided over markets for most of 2022. Two macroeconomic factors were supporting the push higher…
Insurance & Legacy Planning
What’s less widely known is that you can purchase an insurance policy on yourself to leave a legacy. This is an option for individuals who want to support a charitable organization