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 | October 2024
Jeff Herold
In October, the preferred share market had positive performance until the middle of the month. However, over the balance of the month both preferred and common equity markets turned lower, precipitated by an increase in bond yields, despite a greater than expected decline in inflation and a larger than normal interest rate reduction by the […]
Read MoreBond Commentary | October 2024
Jeff Herold
The Canadian bond market declined in October as yields across all maturities rose despite a greater than expected decline in inflation and a larger than normal interest rate reduction by the Bank of Canada. The cause of the weakness was a very weak U.S. bond market that experienced large increases in yields as investors scaled […]
Read MoreStocks at Record Highs and Investors are All In – That’s a Worry!
John Zechner
For all the worries about the impact of the U.S. election on markets, the path of interest rates from the U.S. Federal Reserve and the outlook for corporate profits going into the most volatile period of the year, stock markets ended up being relatively quiet in October. The stock market also had to fight against […]
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