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
DeepSeek or ‘Deep Fake’? AI Stock Rally Briefly Stumbles
John Zechner
Stocks stumbled into year end, skipping the traditional ‘Santa Claus Rally’ as investors were more focused on the hawkish comments from the Federal Reserve following their December meeting and the potential fallout from the threatened ‘Trump tariffs’ than they were on the potential economic stimulus and reduced regulatory environment from the incoming U.S. administration. Bond […]
Read MoreSpecial Equity Commentary | 4th Quarter 2024
Jacqueline Ricci
Welcome to 2025! I hope this year brings health, happiness, and prosperity to all. Equity markets delivered strong returns in 2024, with the S&P/TSX Composite Index gaining +21.7% and the S&P/TSX Small Cap Index rising +18.8%. While Canadian markets performed well compared to many international markets, they lagged U.S. large-cap indices, which were propelled by […]
Read MorePreferred Share Commentary | December 2024
Jeff Herold
The preferred share market ended a remarkable year with another strong month in December. Performance was supported by continued redemption activity. Early in the month investors received $100 million from the redemption of the BIK.PR.A. series, and on the last day of the month, investors received $500 million from the redemptions of the CVE.PR.C, FFH.PR.C […]
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