Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
Judging by what we read in the newspapers lately, we would think the stock market is struggling with high inflation and a banking crisis around
2022: a perspective on annual stock market returns in the last 100 years Now that 2022 has ended, we can certainly say that it has
The push and pull of inflation and interest rates, full employment and millions of jobs unfilled, unchecked demand and broken supply chains, exuberant investors, and
First of all, with summer having just begun, we hope you have a chance to have a wonderful family holiday before autumn arrives. We would
As the day winds down on March 31, 2022, we find ourselves living in interesting times. Government spending and budget deficits, fuelled by historically low
We have been extremely busy investing in our company and our systems and processes to better serve our clients. At this point we wish to
Yield curve inversion has often been seen as a warning sign for economic recessions. Today, Canada’s yield curve remains inverted – but does that necessarily
So, you’ve successfully built your business and amassed significant wealth within your holding company. Now you are nearing retirement and the question arises: How can
One of the major changes of retirement is transitioning from salary to retirement income (retirement portfolio) to meet financial needs. There is no one-size-fits-all solution
Economies evolve over time, across various stages of a business cycle. To assess the health and direction of a country’s economy, policymakers, economists and investors