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 ~ December 2020
Jeff Herold
Bonds traded in a narrow range for much of December, with prices moving slightly lower from the end of November. Only in the illiquid trading following Christmas did the bond market finally generate positive returns for the month. The news of COVID-19 vaccinations commencing in Canada and other countries during December was offset by surging […]
Read MoreBroad Consensus on a Buoyant Stock Market: a Bit Unnerving!
John Zechner
Stocks continued to work their way higher in December despite record-setting daily increases in COVID-19 cases and deaths, increased state and provincial lockdowns across North America, further delays in implementing the next round of U.S. stimulus and even the continued denial of U.S. election results by President Trump, with risks that he takes on a […]
Read MoreBond Commentary ~ November 2020
Jeff Herold
November was an eventful month, with three COVID-19 vaccines reporting excellent test results, as well as surging numbers of pandemic cases in Canada and the United States, a contentious U.S. election, and a fiscal update from the Canadian federal government. The vaccine news prompted optimism that the pandemic would end sometime next year, with the […]
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