Show Me The Data | December 2018

Jan 11, 2019 | Monthly Commentaries

“Only time will tell if it was time well-spent.” Jimmy Buffett With calendars flipping from December to January, we rang in the new year and bid adieu to 2018. For most portfolio managers and investors, this was not a sad farewell. Equities endured their worst...

The Good, The Bad, and The Ugly| November 2018

Dec 7, 2018 | Monthly Commentaries

“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” Benjamin Graham Although November marks the Day of Remembrance, for most credit managers it was a month they’d rather forget. To borrow an analogy from investment...

Don’t Fight The Fed| October 2018

Nov 8, 2018 | Funds, Monthly Commentaries

“Every time we do something great, he raises the interest rates.” Donald Trump To get the bad Hallowe’en puns and movie references out of the way, Red October offered investors more tricks than treats. The S&P and TSX were down over 6%, and bond funds...