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Learn MoreWe partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.
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June 20, 2024
John shares his thoughts on how to navigate expections of slower economic growth going forward, on BNN’s “The Open”
Watch VideoIf you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
Third Quarter Letter | September 2024
Jacqueline Ricci
And so, the third quarter is in the books! In general, and in hindsight, the quarter was good. It was, however, not without its hiccups. The first few weeks of August and September tested the resiliency of the strategy, but we held the conviction and were rewarded in the end. For the quarter. The portfolio […]
Read MorePreferred Share Commentary | September 2024
Jeff Herold
In September, the preferred share market finished with a positive return despite trading sideways for most of the month. Both bond and common equity markets had strong months due to the prospect of declining interest rates. Numerous central banks around the world lowered interest rates, including a 50 basis point cut by the U.S. Federal […]
Read MoreBond Commentary | September 2024
Jeff Herold
The bond market enjoyed its fifth consecutive monthly gain in September as numerous central banks around the world lowered interest rates in efforts to stimulate their respective economies. Of particular note, the U.S. Federal Reserve began reducing rates as U.S. inflation continued to decelerate. The prospect of easier monetary policy in the coming months prompted […]
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