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
Stock 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 […]
Read MorePreferred Share Commentary | April 2025
Jeff Herold
In April, the preferred share market, along with other markets, moved down sharply in the days that followed U.S. President Trump’s April 2nd “liberation day”. Trump imposed 10% tariffs on virtually all U.S. imported goods, as well as “reciprocal” tariffs on 60 countries. Equity markets were swift to react, with the S&P 500 plunging over […]
Read MoreBond Commentary | April 2025
Jeff Herold
U.S. President Trump’s erratic policies generated considerable volatility in financial markets during April. Late in the afternoon of April 2nd, Trump imposed 10% tariffs on virtually all U.S. imported goods, as well as “reciprocal” tariffs on 60 countries. Equity markets were swift to react, with the S&P 500 plunging over 12% and the S&P/TSX dropping […]
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