SIC Investment Outlook for Q1 2020

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...

December 2019 Report

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...
Commodities

Volatility

Episode 11 – In this Shaunessy Podcast Short, James discusses volatility and why it is not necessarily a bad thing. (2:11)...

November 2019 Report

SIC Multi Asset Institutional Composite November 2019 Year to Date SIC Institutional 2.4% 14.0% Benchmark* 2.3% 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 Optimism was the...
Commodities

Inflation

Episode 9 – In this Shaunessy Podcast Short, James defines inflation and explains why investors need to worry about it. (2:25)...