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Yearly: 2023

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Market & Macro Musingsby adminJune 13, 2023
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US Equities Are Having A Great Year…But You May Not Have Noticed

US Equities Are Having A Great Year…But You May Not Have Noticed

Major U.S. equity indices are all in positive territory this year, and while growth stocks are leading the way, even the broader S&P 500 is up a remarkable ~15% (Figure 1).  While this appears impressive, not all

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Market & Macro Musingsby adminMarch 20, 2023
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Distress In The Banking Sector: A Needed Adjustment In Risk Appetite

Distress In The Banking Sector: A Needed Adjustment In Risk Appetite

After an unexpectedly strong market performance in January, market sentiment refocused on the backdrop of tightening monetary policy and its economic implications in February.  Then in March, a crisis of confidence in the health of the US

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Market & Macro Musingsby adminFebruary 6, 2023
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What A Great Year 2023 Was For Investors…Wait, What?!?!

What A Great Year 2023 Was For Investors…Wait, What?!?!

The market rally that began last fall continued into the new year, with January’s performance being nothing short of robust (see Figure 1).  An interesting fact, the price gain in the iShares Core Canadian Universe Bond ETF

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Market & Macro Musingsby adminJanuary 21, 2023
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A Global Approach To Equity Exposure Is Prudent As We Look Ahead to 2023

A Global Approach To Equity Exposure Is Prudent As We Look Ahead to 2023

Global economic growth is facing headwinds.  The conflict in Ukraine, persistent global inflationary pressures, and rising interest rates are some of the key challenges clouding the economic outlook.  However, when you take a look at the global

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