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
Bond Commentary | November 2025
Jeff Herold
Canadian bond yields fluctuated in a narrow band in November. The yields initially drifted higher as investors reflected on the Bank of Canada’s October 30th announcement that it did not anticipate further rate reductions. Later in the month, though, some weaker than expected economic data in the United States caused a rally in Treasuries that […]
Read MoreTechnology Stocks Lose Their Glow as Some ‘AI Doubters’ Emerge
John Zechner
The investor romance with technology stocks (and those focused on artificial intelligence in particular) hit some of the largest setbacks in November since the ‘Deepseek scare’ earlier this year. These worries surfaced even though industry leader and ‘poster child’ for the AI boom, NVidia released their third quarter earnings report. They once again blew past […]
Read MoreBond Commentary | October 2025
Jeff Herold
October was an eventful month, with the U.S. federal government shutting down, Canada – U.S. trade negotiations temporarily paused following an Ontario TV ad featuring Ronald Reagan, and a truce agreed by China and the United States re their trade disputes. After trading sideways in the first week, bond yields dropped sharply when China and […]
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