by Brent Vandermeer | Apr 11, 2023 | Market Commentary
Prepare for Higher Oil Prices March 2023 Commentary & Performance Review OPEC+’s surprise production cut is expected to eliminate the current supply surplus and push world oil markets into a deeper deficit later this year. Before the intervention, global oil...
by Brent Vandermeer | Apr 10, 2023 | CP Insights
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets. Download Video Presentation Slides...
by Brent Vandermeer | Mar 7, 2023 | Market Commentary
Strong Spend on Luxury February 2023 Commentary & Performance Review French stocks, particularly luxury goods producers LVMH, Kering, and Hermes International, have emerged as the breakout stars of 2023. Investors are betting that the sales and earnings of these...
by Brent Vandermeer | Feb 10, 2023 | Market Commentary
Scorching Start for Equities January 2023 Commentary & Performance Review The new year has brought a surge in equity markets as slowing inflation has led to the anticipation that central banks are near peak rates. Canadian CPI rose 6.3% year over year in December,...
by Brent Vandermeer | Jan 22, 2023 | Market Commentary
A Year of Price Discovery December 2022 Commentary & Performance Review December rounded out a year of particularly poor performance for financial markets. High inflation and rapidly rising interest rates led to abnormal losses within bond markets, challenging...
