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 | February 2026
Jeff Herold
In February, the preferred share market had a relatively good month but lagged both Canadian bondand equity markets. It was an eventful month, and not just for sports fans watching the Super Bowl andthe Olympics. In mid-February, the U.S. Supreme Court ruled that the “emergency” Liberation Day tariffsthat President Trump had applied to most countries […]
Read MoreU.S. Tech Stocks Fall on Investor Worries about “SaaS-pocalypse”
John Zechner
Canadian stocks continued their upward move in February, rising over 7%, driven by ongoing strength in basic materials (up 21% on the month), energy and banks. The U.S. stock market, on the other hand, continued to struggle as the AI-fuelled technology rally ran into some serious headwinds. The S&P500 had its worst month since ‘Liberation […]
Read MorePreferred Share Commentary | January 2026
Jeff Herold
Despite a month of broad financial market volatility, preferred shares ended with another gain in January. The new year opened with U.S. President Trump dominating the headlines and generating considerable uncertainty in bond and stock markets. January began with the U.S. seizing the President of Venezuela and his wife on drug trafficking charges. Trump then […]
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