The best rally since September 1999
August 6, 2003
What a difference a quarter makes! From the gloomy outlook of the last quarter, stock markets around the world staged the best rally since September
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.
What a difference a quarter makes! From the gloomy outlook of the last quarter, stock markets around the world staged the best rally since September
Although the results for the first quarter of 2003 have not been stellar, the performance of the month of April has helped eradicate all the
As you can see, the bear market that started in March 2000 at the peak of the technology bubble continued its damage in 2002. Most
The bear market continues its ravage and delivered the worst return since the fourth quarter of 1987. The following table summarizes the price performance of
As you can see, this is an ugly bear market. The US market has actually delivered negative performance during 7 out of the last 9
Signs of an economic recovery abound: consumer confidence is up, so is consumer spending and housing starts in addition to many other indicators. These signs
Even with a strong rally in the 4th quarter, many investors are happy to see the year behind them and hope for better ones ahead.
Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:
When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income
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