“We think it's very important to keep an open mind about the companies that are big index weights. The Apples, Microsofts, and Nvidias, were all helpful for our funds’ performance last year.” — David Fingold
January 8, 2024
Topic: Portfolio Managers
Kickstart 2024 and be at the forefront of market trends to guide your clients! Find out how many of our portfolio managers are positioning their funds for the opportunity-rich environment they’re anticipating in the new year.
December 14, 2023
Topics: Economic news, Portfolio Managers
Bonds with a longer maturity were the clear winners, especially in Canada and Global equity markets saw a positive trend in November, driven by declining inflation rates in the US and other key regions.
December 13, 2023
Topic: Portfolio Managers
The three following announcements have no impact on the funds’ investment objectives and strategies.
December 11, 2023
Topic: Portfolio Managers
All five Canadian banks reported their Q4 results, which felt like groundhog day, a rollercoaster of a week for the creators of Chat GPT and why the last decade for Oil, despite some spikes, have been constructive for the consumer.
November 30, 2023
Topic: Portfolio Managers
“The most important macro factor for us, is the rate of change of wholesale gasoline prices in the United States.” — David Fingold
November 29, 2023
Topic: Portfolio Managers
In the spotlight this month: the effects of home country bias, Canadian Tire's earnings report, and inflation, the "tax" from higher prices.
November 14, 2023
Topic: Portfolio Managers
David Caron, Jean-Pierre D’Agnillo and Jason Parker present an insightful paper in which they examine several asset classes that offer additional yield potential over sovereign bonds.