Quarterly Newsletter

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Read Through Our Latest News Posts To Gain Insights Into The Market.

2018 Q3 Newsletter
October 31, 2018
Both economic and employment growth were strong in Q3 of 2018 and for the year to date. The much greater strength of the US economy is evident in both employment growth and the unemployment rate. To read more, click here....
2018 Q2 Newsletter
July 31, 2018
The North American economy continued its growth in Q2 adding 23,200 jobs in Canada and 632,000 jobs in the United States. In total for the first half of 2018 North American job creation totaled 655,200 jobs. To read more, click here....
2018 Q1 Newsletter
April 30, 2018
When faced with a negative quarter such as Q1 2018, one is wise to consider why long term returns matter.  Our long-term returns have been strong.  Our 19 years return is at 10% per annum which significantly exceeds our benchmark of 6.6% To read mor...
2017 Q4 Newsletter
December 31, 2017
Key economic metrics in 2017 contributed to the strong performance of equity market and provided guidance for our asset and sector allocation position.  The United States has dramatically reduced their unemployment rate in 2017.  Canada is likely to ...
2017 Q3 Newsletter
October 12, 2017
The North American economy has been a divergent tale of two economies. In Q3, the American economy was severely buffeted by the hurricane winds of two lethally large hurricanes. Damage to Texas, Florida and other Southern States was extensive. The im...
2017 Q2 Newsletter
July 14, 2017
In Q2 2017 the economic indicators started weak and ended strong. Equity markets did not perform well in Q2 showing volatility and unease due to several factors. After some slowing early in Q2 the North American economy showed strong job growth in M...
2017 Q1 Newsletter
March 31, 2017
There was no shortage of political drama in the first quarter of 2017.  The installation of President Trump and his administration, which many had expected to cause instability in the capital markets, had quite the opposite effect in reality.  Indeed...
2016 Q4 Newsletter
December 31, 2016
The fourth quarter (Q4) proved to be turbulent and very positive for equity markets.  The surprising triumph of Donald Trump in the US Presidential Election caused initial concern and uncertainty.  Once the surprise and shock subsided the emergent vi...
2016 Q3 Newsletter
September 30, 2016
The third quarter (Q3) proved to be a turbulent but positive quarter for equity markets.  Looming US interest rate hikes were postponed once again, and economic conditions continued to improve.  To read more, click here. ...
2016 Q2 Newsletter
June 30, 2016
The second quarter (Q2) proved to be a volatile and a challenging quarter for long-term investing. A recovery in energy prices and strengthening United States (US) employment data was side swiped first by weak May employment numbers and then by BREXI...