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
Tech Stocks Rally But the ‘Two-Legged Stool’ of Economic Growth is Looking Wobbly!
John Zechner
September lived up to its billing of being the toughest and most volatile month for stocks, although the continued surge in U.S. tech stocks helped keep those markets mostly ‘in the green’ for the month despite the headwinds of surging bond yields and weakness in the commodity sector. The Federal Reserve under new chairman Kevin […]
Read MorePreferred Share Commentary | August 2026
Jeff Herold
Despite higher Canada bond yields and ongoing geopolitical risk in August, the preferred share market followed up a very strong July with another positive month. Investor concerns about persistent inflation, large AI related corporate bond issuance, and high levels of government debt, particularly the U.S., combined to push bond yields higher in several global bond […]
Read MoreBond Commentary | August 2026
Jeff Herold
In August, bond yields and prices moved in a seesaw pattern, ultimately finishing with higher yields and lower prices. Canadian bonds were quite correlated with U.S. Treasuries, notwithstanding the differing economic and monetary conditions in the two countries. The trend to higher yields was mirrored in several other global bond markets. The month also featured […]
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