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Portfolio Commentary – July 2025
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.
Insights
June 2020 Commentary & Performance Review
Ending a quarter of strong recovery from March-lows, the S&P 500 was up 1.8% and the S&P/TSX Composite up 2.1%, in their respective local currencies.
May 2020 Commentary & Performance Review
By the end of May, the majority of investors believe the worst of the COVID-19 economic shutdown is behind us. Although the stock market is forward-looking and an indicator of investor sentiment, we struggle to reconcile these returns with what we’re monitoring in the data from indicators.
April Commentary & Performance Review
After a severe shock to financial systems in March, global markets rebounded sharply in April. Although the virus continued to spread, some countries saw infection rates begin to peak and now plans are being developed to strategically re-open the global economy.
March Commentary & Performance Review
To combat the damage stemming from skyrocketing unemployment numbers and significantly reduced consumption, many central banks opted to cut interest rates, eased financial conditions to persuade banks to extend loans and reduced the interest rate expenses of businesses and consumers.
January Commentary & Performance Review
One hundred years later, we continue to see the effects of the organization founded in January 1920 which we now know as the United Nations.
December Commentary & Performance Review
Whether assisted by a Santa Clause Rally or the announcement of a Phase 1 trade deal, the S&P 500 finished 2019 up 30% (total return in local currency), an impressive feat for a “late cycle” market. The annual returns were spurred on by low…
The Year That Was and Looking Ahead to 2015
2014 in Review Canadian equities did well in 2014 with the S&P/TSX Composite earning 11%. The strongest performing sector was Consumer Staples (+49%) while the worst was Energy (-5%). US equities once again had a stellar year with a third straight year of...
Fed Closes Chapter on Easy Money
Source: Wall Street Journal, Morning Wrap, 30-Oct-2014 "As the Federal Reserve bids farewell to quantitative easing, it’s time to grade the central bank’s final round of stimulus. The benefits and drawbacks of QE have been subject of a hot debate on Wall Street for...
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How High Will Rates Go? August 2022 Review
Equity markets slumped in the second half of the month after central bankers from around the world reaffirmed their commitment to tackling inflation through higher interest rates
Bad News is Good News – July 2022 Review
North American equity markets moved higher during the month, contrary to disappointing economic data. Despite the US having negative GDP growth in the second quarter
Movies, Money & Time
Whether the moments feel long or short, the gift of time is what really matters. A probable recession might be a little bump along the way over the grand history of time, however we need to remind ourselves that our time is limited. We only have a set number of hours per day, we can use them wisely, or we can use them worriedly.
Talking to Your Children About Money
Sometimes money is the elephant in the room. Money can be a hard subject to talk about, especially to your family. A lot of Boomers in particular were raised with the idea that it was rude to bring up the subject of money. However, it’s one of the most important...
Consumption Slows with Sustained Inflation – June 2022 Review
Consumption Slows with Sustained Inflation June 2022 Commentary & Performance Review Stubbornly high inflation led the U.S. Federal Reserve to quicken the pace of their rate increases to 0.75%. The last time the ‘Fed’ raised rates this much in a single meeting was...
Webinar Replay | Planning for Aging
Your Legal and Financial Foundations for the Aging YearsWe are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning for unplanned situations and life transitions has become necessary. How do you prepare...