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 | June 2025
Jeff Herold
The Canadian bond market eked out a tiny gain for the second straight month. Bond prices moved lower as yields edged higher, but interest income was just sufficient to offset the drop in prices. Volatility was lower than in recent months as the United States continued to try to reshape global trade, but with fewer […]
Read MorePreferred Share Commentary | May 2025
Jeff Herold
In May, the preferred share market continued the strong rebound started in mid April after U.S. President Trump paused his April 2nd “reciprocal” tariffs on most countries for 90 days. In May, the reciprocal tariffs on imports from China were also paused. This led to optimism that a resolution of the trade war could be […]
Read MoreBond Commentary | May 2025
Jeff Herold
The Canadian bond market narrowly avoided suffering its third consecutive monthly decline in May as higher than expected inflation and a weak U.S. bond market caused Canadian bond yields to rise and prices to decline. Interest earned was just sufficient, though, to offset the lower prices. U.S. President Trump continued his pattern of applying massive […]
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