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 | June 2024
Jeff Herold
June began with preferred share investors taking profits after the very strong start to the year. The preferred share market moved lower by more than 5% in just over two weeks, but this was reversed by month end due to three new Limited Recourse Capital Note (LRCN) issues and the announcements of six preferred share […]
Read MoreBond Commentary | June 2024
Jeff Herold
June was an event-filled month that saw bonds initially rally strongly but subsequently give up over half their gains. The Bank of Canada and some other global central banks began easing monetary conditions with interest rate cuts while other central banks, including the U.S. Federal Reserve, chose to leave their rates unchanged. Subsequent to the […]
Read MoreTechnology Growth Stocks Still Have All the Tailwinds…..For Now!
John Zechner
“A day may come when” (sic) energy stocks trade up to normal valuations, when banks stop writing down bad loans, when small cap stocks see actual recoveries in their earnings and the entire stock market broadens far beyond the narrow leadership of a few, “but it is not this day.” With full apologies for the […]
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