by James Garcelon | Jan 17, 2020 | Reports
All Cylinders Fire in 2019 Annual returns in 2019 for all major asset classes were above historical averages. This was due in a large part to the unusually weak results witnessed in December 2018. In fact, nearly half of the total return in 2019...
by James Garcelon | Jan 17, 2020 | Podcasts
Episode 14 – In this Shaunessy Podcast Short, James defines commodities. (2:10)...
by James Garcelon | Jan 17, 2020 | Podcasts
Episode 13 – In this Shaunessy Podcast Short, James talks about PE multiples and their use in evaluating the equities asset class. (3:08)...
by James Garcelon | Jan 17, 2020 | News
We were recently asked by the Globe and Mail how retirees should think about asset allocation in the context of the current market. Read further for our thoughts.
by James Garcelon | Jan 10, 2020 | Reports
SIC Multi Asset Institutional Composite December 2019 Year to Date SIC Institutional 0.3% 14.3% Benchmark* 0.0% 15.1% * 5% T Bills, 35% Canadian Bond Composite, 20% S&P TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Our allocation to...
