by Brent Vandermeer | Jun 12, 2023 | Market Commentary
May 2023 Commentary & Performance Review Traders are beginning to express skepticism about the sustainability of the stock rally year-to-date and are issuing warnings about a potential market downturn later in the year. Despite optimism surrounding a US...
by Brent Vandermeer | May 12, 2023 | Market Commentary
April 2023 Commentary & Performance Review The Q1 2023 US earnings season has begun and will show the impact of the Fed’s monetary policy on corporate profitability. Year‐over‐year earnings growth is expected at ‐6.5%, making it the second quarter of an...
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 | 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...
