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
Stock Continue to ‘Defy Gravity’ on Interest Rate Optimism, Tariff Complacency and AI Spending
John Zechner
The phrase “defying gravity” has both a literal and a metaphorical meaning. Focus on the latter and welcome to the 2025 stock market! From the April ‘Liberation Day’ lows, the S&P500 has ripped +33%, adding on +$15 trillion of market value, which is about equivalent to 50% of Gross National Product, notching 26 record highs […]
Read MorePreferred Share Commentary | August 2025
Jeff Herold
The preferred share market traded down with common equity markets on the first day of August due to the release of disappointing employment data in the US. However, over the remainder of the month, like common equity markets, it moved higher and finished with a modest gain for the month. Preferred share performance was aided […]
Read MoreBond Commentary | August 2025
Jeff Herold
The Canadian bond market traded in a narrow range in August, finishing with a small gain as the combination of interest income and slightly higher prices on shorter term bonds more than offset the lower prices of long term bonds. Some weaker than expected economic data prompted speculation of easing by the Bank of Canada […]
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