by Brent Vandermeer | Dec 8, 2022 | Market Commentary
Signs of a Slowdown November 2022 Commentary & Performance Review Equities continued to rally through November, shedding the risk‐off dynamics that have presided over markets for most of 2022. Two macroeconomic factors were supporting the push higher: 1) signs...
by Brent Vandermeer | Nov 10, 2022 | Market Commentary
October 2022 Commentary & Performance Review After a period of poor performance following the rally in risk assets which started in July and ended mid‐August, global financial markets once again rebounded in October. With US equities leading global stocks higher,...
by Brent Vandermeer | Oct 18, 2022 | Market Commentary
September 2022 Commentary & Performance Review Equity markets reversed course in September, following the longstanding pattern of weak returns at the start of the ‘fall’ season. Comments from central bankers left little doubt about their commitment to achieving...
by Brent Vandermeer | Sep 9, 2022 | Market Commentary
August 2022 Commentary & Performance Review Equity markets slumped in the second half of the month after central bankers from around the world reaffirmed their commitment to tackling inflation through higher interest rates at the Jackson Hole Economic Symposium....
by Brent Vandermeer | Aug 30, 2022 | Market Commentary
Bad News is Good News July 2022 Commentary & Performance Review North American equity markets moved higher during the month, contrary to disappointing economic data. Despite the US having negative GDP growth in the second quarter (Canada does not announce until...
by Brent Vandermeer | Jul 14, 2022 | Market Commentary
Consumption Slows with Sustained Inflation June 2022 Commentary & Performance Review Stubbornly high inflation led the U.S. Federal Reserve to quicken the pace of their rate increases to 0.75%. The last time the ‘Fed’ raised rates this much in a single meeting was...
