High Performance Institutional Money Management
Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.
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Latest Commentary
Bond Commentary | October 2025
Jeff Herold
October was an eventful month, with the U.S. federal government shutting down, Canada – U.S. trade negotiations temporarily paused following an Ontario TV ad featuring Ronald Reagan, and a truce agreed by China and the United States re their trade disputes. After trading sideways in the first week, bond yields dropped sharply when China and […]
Read MoreDéjà vu 2000 and the ‘AI Bubble’ Question
John Zechner
A major discussion point with investors recently has been whether we are in another stock market ‘bubble’ in the world of artificial intelligence. The bullish rebuke on this matter is that we can’t possibly be in a ‘bubble’ when so many people believe we are already in one and it is so widely discussed. There […]
Read MorePreferred Share Commentary | September 2025
Jeff Herold
The preferred share market had another solid month in September. Preferred share performance was supported by anticipated redemption announcements of two series of bank preferred shares as well as by investors needing to reinvest $450 million from the ALA.PR.A/B and FFH.PR.G/H series redemptions at the end of the month. Of note, September had two new […]
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