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
Big Tech Leads Stocks Higher Despite War, Trade and Interest Rate Issues!
John Zechner
Stocks kept moving higher in August in both Canada and the U.S., despite the breakdown of trade talks and comments from Fed Chairman Kevin Warsh at the annual Jackson Hole symposium that he was determined to bring inflation back down to their 2% target, suggesting that interest rates would be headed higher at one of […]
Read MoreBond Commentary | July 2026
Jeff Herold
Bond yields moved higher in July, primarily due to a resumption of hostilities in the Middle East. Tit-for-tat attacks by Iran and the United States left the June Memorandum of Understanding ceasefire in tatters and the Strait of Hormuz was once again closed to oil and gas tanker traffic. Bond yields climbed as oil prices […]
Read MorePreferred Share Commentary | July 2026
Jeff Herold
In July, the preferred share market rebounded from a weak June with a strong month that outperformed Canadian equity and bond markets. Despite a lack of redemptions and new issuance, investors continued to seek attractive tax advantaged dividend income. During July, the most noteworthy trend in financial markets was a move to higher bond yields, […]
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