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
Preferred Share Commentary | December 2024
Jeff Herold
The preferred share market ended a remarkable year with another strong month in December. Performance was supported by continued redemption activity. Early in the month investors received $100 million from the redemption of the BIK.PR.A. series, and on the last day of the month, investors received $500 million from the redemptions of the CVE.PR.C, FFH.PR.C […]
Read MoreBond Commentary | December 2024
Jeff Herold
The Canadian bond market experienced a second consecutive volatile month in December, with 10-year Canada bond yields again trading in a wide 40 basis point range. Despite interest rate reductions by the Bank of Canada and the U.S. Federal Reserve, most bond yields moved higher in the month, with a very weak U.S. market leading […]
Read MoreIf You Build It They Will Come, But Will AI Investments Deliver This “Field of Dreams?
John Zechner
The 2016 post-election playbook has worked so far in 2024, but we believe that 2025 may end up looking more like 2018 than 2017. When the 2016 election results were first known, stock futures took a major drop as investors had not expected the win, and the candidate seemed to have a lot of controversial […]
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