Whew, its over! Equity market movements after the U.S. election saw U.S. markets responding strongly positive on the prospect of tax cuts (especially new corporate tax cuts) and increased fiscal spending....
The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House....
It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....
Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...
We salute the Federal Reserve (“Fed”) for being bold and cutting interest rates by 0.5%. To us, this is a clear signal that the most important bank in the world is serious about engineering a so-called “soft landing” where the economy avoids a recess...
The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...
While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....
We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....
If you took an extended summer break and have come back to look at the two-month results for July and August, you will be pleased to see that most equity markets delivered mid-single-digit gains and the FTSE Canada Universe Bond Index rose......
July saw a welcome return to normal, meaning cash, bonds and a wide variety of stocks contributed to performance. The month was a victory for the well-diversified investor – our strategy and portfolios performed handsomely....