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.
The correction that started in May 2006 mentioned in our last quarterly letter seems to have been short-lived. The market resumed its upward trend in
After a three and a half year run from the bottom in October 2002, the stock market finally decided to take a breather. A correction
Most markets have moved up nicely in the first 3 months of 2006. Resources and metals continue to lead the bandwagon with oil prices breaking
As in 2004, this year has again been labelled a “year of the commodities” but with a lot more strength in stock prices, reflecting the
The Canadian stock market has been the superstar among the G7 countries, having outperformed most major indices by a wide margin. As you have probably
The Canadian market continues to outperform all major markets, having advanced a little over 7% in the first 6 months of the year versus slight
Except for the Canadian market, which is mainly driven by the surge in commodities prices, the 1st quarter of 2005 did not produce any gain
Every spring, millions of Canadians sift through their T4 or RL-1 slips and then pause at a line that often raises eyebrows: Pension Adjustment (Box
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market
Today’s investors have access to more products than ever. Among the most common are Mutual Funds, Exchange-Traded Funds (ETFs), and stocks. Each option can help
Saving isn’t glamorous. It means choosing to withhold spending now so you can enjoy more in the future, and let’s be honest: in your 30s,