Jun 6, 2025 | Monthly Commentaries
‘There are known knowns…there are known unknowns… But there are also unknown unknowns – the ones we don’t know we don’t know.’ Donald Rumsfield There is uncertainty, and there is uncertainty. As while the future is always unpredictable, a distinction can be made...May 8, 2025 | Monthly Commentaries
‘The waiting is the hardest part.’ Tom Petty In today’s world of instant gratification, patience is a rare commodity. After all, a mere 10-minute delay on Uber Eats feels like an unbearable ‘why me’ moment. Why are they taking so long to pick up the order? Did they...Apr 8, 2025 | Monthly Commentaries
‘Chaos, when left alone, tends to multiply.’ Stephen Hawking In true game show fashion, President Trump unveiled his administration’s reciprocal tariffs with a ‘family feud’-style board (survey says 34%). The aim of ‘Liberation Day’ was to emancipate America from the...Mar 10, 2025 | Monthly Commentaries
‘I live my life a quarter mile at a time.’ Dominic Toretto It seems the Trump administration has taken a page out of one of Hollywood’s most successful franchises, The Fast & The Furious. The policy blitz since inauguration has been as frantic and dizzying as the...Feb 12, 2025 | Monthly Commentaries
“Birthdays are nature’s way of telling you to eat more cake.” Last week, we celebrated our firm’s 10th birthday. It is hard to believe it has been a decade since we launched the Algonquin Debt Strategies Fund with a whopping $3mm under management. When we look...Jan 14, 2025 | Monthly Commentaries
“Every new beginning comes from some other beginning’s end.” Seneca With the start of the new year comes the annual tradition of making predictions and prognostications for the year ahead. One only needs to look back at the forecasts from previous years to realize...
