by Brent Vandermeer | Aug 12, 2020 | Market Commentary
July 2020 UNEVEN RECOVERY The theme of July was strong growth in risk assets compared to a weak US dollar. Relative to history, the US dollar had the worst month of all the major asset classes. A weak US dollar helps spur growth because it lowers the cost of buying US...
by Brent Vandermeer | Jul 10, 2020 | Market Commentary
June 2020 Has The Stock Market Moved On From COVID-19? Ending a quarter of strong recovery from March-lows, the S&P 500 was up 1.8% and the S&P/TSX Composite up 2.1%, in their respective local currencies. Year-to-date, the S&P/TSX Composite has struggled...
by Brent Vandermeer | Jun 12, 2020 | Market Commentary
May 2020 MIXED MESSAGES By the end of May, the majority of investors believe the worst of the COVID-19 economic shutdown is behind us. The S&P/TSX Composite was up 4.2% in the month, representing a return of over 35% since the low reached on March 23rd. The...
by Brent Vandermeer | May 7, 2020 | Market Commentary
April 2020 Stabilization After a severe shock to financial systems in March, global markets rebounded sharply in April. Although the virus continued to spread, some countries saw infection rates begin to peak and now plans are being developed to strategically re-open...
by Brent Vandermeer | Apr 6, 2020 | Market Commentary
March 2020 QE Plus As many of us speculate on the extent and duration of social distancing (a term we feel may be a contender for Merriam-Webster’s Word of the Year), governments and policy makers have been busy working to soften the substantial blow to the global...
