Quarterly Newsletter

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

2013 Q4 Newsletter
December 31, 2013
It was another eventful year in the financial markets as the North American economy made positive strides. The advance was aided by a decline in the number of “financial failures”. Key financial events starting the year with the U.S. falling off the ...
2013 Q3 Newsletter
September 30, 2013
Continuing economic growth in the United States encouraged equity markets. This optimism was tempered by occasional bouts of rising interest rate jitters, fear of premature stimulus reduction (also known as tapering) and US political gridlock. To re...
2013 Q2 Newsletter
June 30, 2013
Rising interest rates and fear of rising interest rates dominated the moves in the markets in second quarter (Q2). The key question; Will US Federal Chairman Bernanke slow down his $85 billion a month mortgage bond buying spree or not? To read more,...
2013 Q1 Newsletter
March 31, 2013
Equity markets performed well in first quarter (Q1) buoyed by US job creation and a rebounding US housing market. US equities continued to outperform the Canadian markets in the first quarter as the S&P 500 total return delivered 13.0% versus 3.3...
2012 Q4 Newsletter
December 31, 2012
Important economic progress in the United States and China underpinned decent equity market performance in fourth quarter (Q4). Progress was hampered by uncertainty generated by the intense US political debate about taxation and spending policies. T...
2012 Q3 Newsletter
September 30, 2012
Global equity markets rebounded mildly in third quarter (Q3).  The gradual growth of employment in the United States has lowered the unemployment rate from 8.5% at the beginning of 2012 to 7.8% at the end of Q3. To read more, click here. ...
2012 Q2 Newsletter
June 30, 2012
Economic turbulence in Europe as well as slowing US job growth contributed to a negative second quarter (Q2) for equities. In particular the drop in commodity prices led by a sharp decline in the international oil price negatively affected a number o...
2012 Q1 Newsletter
March 31, 2012
After a difficult 2011 the first quarter of 2012 proved to be more positive for investors. After considerable turbulence a Greek debt refinancing agreement was achieved. Of great importance the American economy, still the world’s largest, created ove...
2011 Q4 Newsletter
December 31, 2011
We were cautiously optimistic three months ago.  Both our caution and our optimism were supported by events in the fourth quarter (Q4).  Equity markets demonstrated extreme volatility, rising and falling with every news bulletin from Europe regarding...
2011 Q3 Newsletter
September 30, 2011
The third quarter (Q3) of 2011 proved to be a very difficult and negative period for equity markets.  Commodity prices for oil, copper, gold as well as other metals and materials declined sharply in the face of continued uncertainty in Europe and a s...