Jul 18, 2025 | Monthly Commentaries
‘If you want a guarantee, buy a toaster.’ Clint Eastwood Last month, we noted that while the future is always unpredictable, Trump’s erratic policies and policy shifts have increased the level of uncertainty. The President encapsulated the situation a day before...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...
