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January 2020 Portfolio Management Team Update

Market & Economic Environment: Global indices added to their gains in December to cap a stellar year for equities. Investors’ risk appetites were aided last month by lowered trade tensions on the announcement of a “Phase One” trade deal between the U.S. and China, marked dissipation of Brexit uncertainty, and optimism that the Federal Reserve’s […]

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December 2019 Portfolio Management Team Update

Market & Economic Environment: North American indices powered their way to historic highs in November, boosted by lowered trade tensions and solid corporate earnings. The TSX Composite rebounded from October’s 1% decline with a 3.4% surge that took it over the 17,000 level for the first time. Nine of the 11 sectors on the index […]

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November 2019 Portfolio Management Team Update

Market & Economic Environment: The TSX Composite fell 1% in October even as most major indexes globally gained in the month. Declines by the Canadian benchmark’s consumer, health care, energy and real estate sectors offset gains by the materials, industrials and financial groups. The S&P 500 advanced 2% in the month, posting a new record […]

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October 2019 Portfolio Management Team Update

Market & Economic Environment:  Canadian and U.S. stocks advanced in September to cap the third straight quarter of gains. Strong gains by the financials and energy sectors fueled the TSX Composite’s 1.3% rise last month, bringing its Q3 gain to 1.7%. Energy stocks rallied as crude oil recorded its biggest-ever gain on September 16 after […]

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Financial charts & stocks

September 2019 Portfolio Management Team Update

Three Rules to Survive Fall Markets Market & Economic Environment: August saw XSP, the iShares S&P500 ETF that tracks the 500 largest US companies, in Canadian dollars, drop .89%. In Canada XIC, the iShares TSX composite index tracking the Canadian stock market, was up .57%. Year to date XIC is up 15.18% while XSP is […]

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