A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

April 11, 2025

Trump’s Tariff Tiff – Putting Things into Perspective

April 4, 2025

RESULTS at a glance – 1Q25

Stocks in the US slumped in anticipation of “Liberation Day,” the US’ planned announcement of reciprocal tariffs on April 2nd. Canada managed to stay flat despite itself entering a trade war with the US while international markets managed to achieve positive growth. 10-year rates moved down following two rate cuts […]
January 17, 2025

RESULTS at a glance – 4Q24

Despite political turbulence, 2024 was a stellar year for stocks (in North America, anyway), with Canadian and US indices both reaching new all-time highs in the fourth quarter. Yields meanwhile migrated higher despite interest rates falling on the short-end of the yield curve, with the Loonie depreciating against the US […]
October 4, 2024

RESULTS at a glance – 3Q24

Stocks performed well in the third quarter, bringing year-to-date performance higher as the Federal Reserve finally began its rate cut campaign in September. Yields moved lower as a result, and while the Loonie remains down year-to-date, it’s recovered some of its lost ground as interest rate policies align with our […]
July 15, 2024

RESULTS at a glance – 2Q24

Stocks saw mixed results in the first half, with indices surging in the US on the back of a handful of AI-focused heavy weights while only rising modestly elsewhere. 10-year yields meanwhile rose marginally despite Canada carrying out its first rate cut in June and more expected to come, with […]
April 8, 2024

RESULTS at a glance – 1Q24

Stocks have had a strong start to the year despite persistent concerns around inflation, which continues to sit above targets. Central bankers maintain that rate cuts are coming, but markets have nonetheless pushed 10-year yields higher as investors reset expectations around the future stimulus, with the uncertainty likewise bring gold […]
July 14, 2023

RESULTS at a glance – 2Q23

Stocks continued their strong recovery in the second quarter, thanks to a rally in tech (tied to generative AI) and lower inflation rates in Canada and the US. Still, with bond yields roughly flat and central bankers guiding for further hikes, recession fears remain high, something that has dragged down […]
April 4, 2023

RESULTS at a glance – 1Q23

Stocks saw a hearty rebound in the first quarter, in part thanks to easing inflation and speculation around a potential pausing, if not reversal, of rate hikes in the US (Canada has already paused its contractionary policy). Long-term bond yields in both countries have come down as a result. Recession […]
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