Equity Spotlight: Canadian Bank Valuations Look Good Despite Uncertain Economic Outlook
“In investing, what is comfortable is rarely profitable” Robert Arnott While the strong performance of mega-cap tech stocks has kept them in a seemingly permanent spotlight this year, a range of sectors have largely been left in
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
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
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
