by Brent Vandermeer | Jul 13, 2023 | Monthly Reviews
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.
by Brent Vandermeer | May 12, 2023 | Market Commentary, Monthly Reviews
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…
by Brent Vandermeer | Mar 17, 2022 | Monthly Reviews
Volatility as a result of the invasion into Ukraine caused a selloff in equity markets, with the S&P 500 down 3.2%, the S&P/TSX stayed almost completely flat, and considerable losses for…
by Brent Vandermeer | Jun 24, 2016 | Market Commentary
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that it will take at least two years for an exit to actually […]
by Brent Vandermeer | Jan 22, 2016 | Market Commentary
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 17th to de-risk by shifting to less volatile companies within […]