OUR BLOG

September 2019 Report

SIC Multi Asset Institutional Composite   September 2019 Year to Date SIC Institutional 1.0% 10.4% Benchmark* 0.9% 11.8% * 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 While historically a...

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August 2019 Report

SIC Multi Asset Institutional Composite   August 2019 Year to Date SIC Institutional -0.6% 9.3% Benchmark* 0.4% 10.8% * 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 trade worries,...

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July 2019 Report

SIC Multi Asset Institutional Composite   July 2019 Year to Date SIC Institutional 0.0% 10.0% Benchmark* 0.4% 10.4% * 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 S&P 500 rose 1.9%...

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SIC Investment Outlook for Q3 2019

Will the First Half be a Hard Act to Follow? A friend of mine once said that the hardest shot in golf is the one after a great drive.  The same could be said for equity markets after the first half of this year.  Year to date the S&P TSX Composite, S&P 500,...

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June 2019 Report

SIC Multi Asset Institutional Composite   June 2019 Year to Date SIC Institutional 2.4% 10.0% Benchmark* 2.0% 10.0% * 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 The US Federal Reserve came...

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May 2019 Report

SIC Multi Asset Institutional Composite   May 2019 Year to Date SIC Institutional -3.2% 7.5% Benchmark* -2.1% 7.8% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI In May, global stock markets were...

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Unreliable Investment Strategies

The Futility of Large Cap Active Management Percentage of Funds Underperforming the Index   1-Year (%) 3-Year (%) 5-Year (%) 10-Year (%) Canadian Equity 76.9 94.4 90.3 91.0 US Equity 78.6 92.0 96.0 97.4 International Equity 55.6 86.0 91.5 95.2 Global Equity 77.5 93.2...

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April 2019 Report

SIC Multi Asset Institutional Composite   April 2019 Year to Date SIC Institutional 2.4% 11.0% Benchmark* 2.2% 10.2% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Global stock markets performed...

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