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 | August 2023
Jeff Herold
Global bond yields moved higher in August as economic growth remained positive while inflation stayed above central bankers’ comfort zones, and in some cases started reaccelerating. In North America, Canadian and American bond yields hit their highest levels since the Great Financial Crisis before easing back somewhat. The rise in yields reflected investor expectations that […]
Read MoreTech Rally Takes a Break But Nvidia Continues to Lead the AI Push
John Zechner
Stocks ran into a bit of a roadblock in the first half of August much like they did around the same time in 2022. The catalyst for the sell-off was the continual rise in longer-term interest rates, which lead to pronounced weakness in ‘longer duration assets’ that are most sensitive to rising interest rates. Top […]
Read MorePreferred Share Commentary | July 2023
Jeff Herold
In July, the preferred share market performance was essentially flat until a couple of days before the quarterly preferred share index rebalancing when investor positioning prior to and during the rebalance elevated trading volumes and pushed prices higher. Trading volumes on the index rebalancing day were very strong at more than three times the average […]
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