As leading experts in wealth planning and management, we regularly share our unique perspectives on the latest market trends, investment strategies, and more.
Our broader perspective on recent market activity, key investment highlights, and the outlook for the next quarter.
The following is an excerpt from the quarterly newsletter distributed to clients. Covid – one year later Although the COVID-19 crisis continues to exact its horrible toll around the world, from the perspective of markets at least, COVID has been in the rearview mirror for over a year now. That statement may surprise many people; […]
Stocks and other risk assets experienced strong returns during the fourth quarter of 2020 as a relatively benign US presidential election outcome coupled with multiple COVID vaccine…
The following is an excerpt from our quarterly newsletter distributed to clients. Strong Markets, Encouraging Shifts The third quarter was a strong one for most asset markets, with stock markets in the US leading the way. The S&P500 rose 8.5% (6% in C$ terms) while in Canada, the TSX rose 4%. The quarter was characterized […]
The following is an excerpt from the quarterly newsletter distributed to clients. During the second quarter, global markets staged a powerful rebound from the COVID-19 induced declines experienced in March. As a reminder, the 35% market declines from their highs earlier this year were as quick and violent as anything seen since the 1930s. Although […]