Our client portfolios continue to benefit from robust growth in global equity markets, as well as stable returns in our bond portfolios. Over the last 1 1/2 years, our portfolios have seen mostly double-digit returns (ranging from 8.8% to 22%), for equity proportions between 45-65%. Over that period, the equity portion has averaged 18% and the fixed income portion 6%. Over the last five years , portfolios with an asset allocation plan of 40% fixed income and 60% equities h

D espite ongoing global uncertainty, driven by U.S. tariff policies, recession fears, and a relentless cycle of negative media headlines,...

T here is no doubt that investor anxiety has become the predominant theme since the ongoing, and constantly changing, series of proposed...

Investing Update F oresight  had to take a forced “sabbatical” due to the national postal strike, and skip the Winter issue. Since the...

A s we look forward through the Fall of 2024 to the prospects for 2025 and beyond, we think it is worthwhile to first look back at where...

G lobal equity markets had a very strong end in 2023 and continue to be the major driver of portfolio returns over the first five months...

As we look forward through 2024, we see a number of potentially positive trends for our portfolios. Even if interest rates stay higher,...

T he Fall 2022 Foresight  discussed our expectations for volatility in financial markets (both up and down) to be a major theme going...

A s we continue to wait for one of the most predicted recessions in recent memory, we think it important to put perspective on the...

O n June 7 th  the Bank of Canada ( BoC) raised its key overnight lending rate 25 basis points to 4.75%. The move surprised...

W e recently attended the Vancouver 2023 CFA Financial Forecast dinner featuring as the keynote speaker Mark Carney (the former governor...

T he financial market volatility we referenced in our Fall Foresight is unfolding as expected and likely will continue into early/mid...

F inancial asset price volatility remains the theme for 2022 as we move into the Fall. When one raises the topic of price volatility it...

T he first half of 2022 has seen global equity markets correct and inflation return to levels we haven’t seen in decades. Covid lockdowns...

M arket volatility in both global stocks and bonds has been the theme so far in 2022. Global supply chain issues caused by the ongoing...

E nvironmental, Social and Corporate Governance (ESG) issues are taking a larger role in the decision-making process for investors,...

It is hard to believe we are almost 18 months into a new and unexpected bull market. Equity markets have surprised on both the speed of...

A lthough global economies continue to struggle to find their way through the current health crisis, global equity markets remain very...

President’s Message I  am not sure that Happy Covid New Year is the appropriate phrase, but, indeed a year it has been! The physical...

A t the time of writing, global stock markets are rallying, up 8-10% since the U.S. election night. The markets seem to be discounting...