Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.
May 14, 2024
Topic: Portfolio Managers
May 13, 2024
Topics: Economic news, Portfolio Managers
Both the equity and the fixed income markets showed negative results.
May 7, 2024
Topic: Portfolio Managers
For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.
April 30, 2024
Topic: Portfolio Managers
“We monitor these two key indicators for health in macro-conditions.” — David Fingold
April 10, 2024
Topics: Economic news, Portfolio Managers
Your heat map is even more concise and easier to read! Check it out now.
April 5, 2024
Topic: Portfolio Managers
Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.
March 26, 2024
Topics: Savings, Portfolio Managers
Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.
March 12, 2024
Topics: Economic news, Portfolio Managers
Fixed Income market were broadly down in Februray, as investors are digesting the idea of higher rates for longer than expected in the U.S.
February 27, 2024
Topic: Portfolio Managers
Check out this quarterly fund profile as well as an in-depth manager commentary for the Global Health Care (Renaissance) Fund.
