by James Garcelon | Mar 28, 2020 | Views
This week was the first time since the COVID-19 crisis began that analysts provided some preliminary thoughts as to where they believe the US economy may be headed for the balance of the year. The current consensus with respect to timeframe is for a total of two...
by James Garcelon | Mar 21, 2020 | Views
Governments, corporations and individuals struggled again this week as the world worked to find a balance between protecting public health and managing the economic consequences of providing that protection. Almost no one has witnessed the wide sweeping dislocation...
by James Garcelon | Mar 12, 2020 | Views
Here we go again. Another day of fear, prompting yet another steep sell-off in global stock markets. Here is our take on the situation: Unlike the 2008 Financial Crisis, the current episode started as a public health issue not an...
by James Garcelon | Mar 10, 2020 | Reports
SIC Multi Asset Institutional Composite February 2020Year to DateSIC Institutional-4.2%-3.6%Benchmark*-3.9%-2.2% * 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 For market participants,...
by James Garcelon | Mar 2, 2020 | Views
COVID-19 COVID-19 will most certainly go down in the history books as one of those “out of the blue” events that disrupted global capital markets. The question on our mind, however, is have authorities over-reacted to the health threat presented by this...
