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
Stocks and Bonds Surge in ‘FOMO-Fueled’ November Rally
John Zechner
After investors suffered through two brutal months and any hope for the traditional year-end (‘Santa Claus’) rally seemed lost, both stocks and bonds got ‘off the mat’ in November, leading to the strongest months this year for each asset class. The catalyst for the advance was the late October inflation report, which showed a continued […]
Read MoreBond Commentary | October 2023
Jeff Herold
The Canadian bond market was choppy in October with unusually wide daily swings in yields. Investors reacted to an array of competing factors, including a war in Israel that initially produced a flight to safety and lower yields. Economic data suggested the Canadian economy was slowing in response to the Bank of Canada’s series of […]
Read MorePreferred Share Commentary | October 2023
Jeff Herold
In October, the preferred share, common equity, and bond markets all experienced volatility. Investors had to deal with an array of competing factors, including a war in Israel that initially produced a flight to safety and lower bond yields. Economic data suggested the Canadian economy was slowing in response to Bank of Canada’s series of […]
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