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 | 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 […]
Read MoreStock Market Putting Trade Worries Behind But the Bond Market is Skeptical!
John Zechner
Seven short weeks ago, markets were staring down the barrel of the third-worst four-day stretch for stocks over the past 25 years. From those lows, the S&P500 has since snapped back over 20% to lift it back into positive terrain for 2025 and since the November election. May then became the first month since January […]
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