Q3 Portfolio Commentary
Canada—why bother? When it comes to stocks, this is a sentiment we’ve heard quite a bit lately and given the Canadian investor experience in recent quarters, it’s certainly understandable: our stock market has signifi-cantly underperformed its US cousin; our economy has flirted with recession on the back of plum-meting energy prices; and the loonie has tumbled to levels that many of us thought had been left in the past.
Click here to read more: DM-Portfolio-Commentary-Q3-15
October Monthly Insight
Canadian Dollar Limbos Lower – The global financial markets are intertwined into one gigantic and convoluted web. Nowhere is this truer than with the relationship between currencies and bond spreads which are the difference between various countries’ interest rate.
Click here to read more: Monthly Insight – October 2015 – Canadian Dollar Limbos Lower
September Update
How soon we forget what Normal is.. Finally! Back to normal. We sure have been spoiled by the equity markets of the last few years. We are now seeing markets the way they really are. There is a down, as well as an up.
Click here to read more: Cardinal Update September 2015
DM Monthly Report
Attack of the Clones – It’s been said that stocks take the stairs up and the elevator down, but in the last week of August, they rode the express lift in both directions.
Click here to read more: DM-Monthly-Report-Sep-15
