May 2021 Report

SIC Multi Asset Institutional Composite  May 2021Year to DateSIC Institutional0.57%4.14%Benchmark*0.98%3.44% * 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 Positive news on vaccination...

April 2021 Report

SIC Multi Asset Institutional Composite  April 2021Year to DateSIC Institutional1.30%3.55%Benchmark*1.22%2.43% * 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 Global equity markets...

SIC Investment Outlook for Q2 2021

Inching toward Neutral What a difference a year makes!!  Massive government programs have greatly mitigated the social and financial consequences of the pandemic-induced economic contraction.  At the same time, wide-ranging scientific innovation...

March 2021 Report

SIC Multi Asset Institutional Composite  March 2021Year to DateSIC Institutional1.26%2.21%Benchmark*1.23%1.20% * 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 Portfolio returns continued...

February 2021 Report

SIC Multi Asset Institutional Composite  February 2021Year to DateSIC Institutional0.97%0.94%Benchmark*0.70%-0.03% * 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 Improving prospects for...

January 2021 Report

SIC Multi Asset Institutional Composite  January 2021Year to DateSIC Institutional-0.03%-0.03%Benchmark*-0.72%-0.72% * 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 Concerns over the...

SIC Investment Outlook for Q1 2021

Lessons Learned from the Monetary and Fiscal Bazooka If there is one lesson for investors to take from the unprecedented events of 2020, it is to never underestimate the positive potency of globally coordinated monetary and fiscal policy on capital market...

December 2020 Report

SIC Multi Asset Institutional Composite  December 2020Year to DateSIC Institutional1.4%6.6%Benchmark*1.4%9.0% * 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 Global equity markets...

November 2020 Report

SIC Multi Asset Institutional Composite  November 2020Year to DateSIC Institutional6.7%5.2%Benchmark*6.6%7.5% * 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 The combination of a Biden...

October 2020 Report

SIC Multi Asset Institutional Composite  October 2020Year to DateSIC Institutional-1.6%-1.4%Benchmark*-2.3%0.9% * 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 Investors were in a...