by James Garcelon | Apr 10, 2019 | Reports
SIC Multi Asset Institutional Composite March 2019 Year to Date SIC Institutional 1.9% 8.3% Benchmark* 2.2% 7.9% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Global capital markets continued to...
by James Garcelon | Mar 12, 2019 | Reports
SIC Multi Asset Institutional Composite February 2019 Year to Date SIC Institutional 1.8% 6.3% Benchmark* 1.9% 5.5% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Global equity markets continued to...
by James Garcelon | Feb 11, 2019 | Reports
SIC Multi Asset Institutional Composite January 2019 Year to Date SIC Institutional 4.5% 4.5% Benchmark* 3.6% 3.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The new year brought new...
by James Garcelon | Jan 21, 2019 | Reports
Keep Calm and Carry On The fourth quarter of 2018 served as a stark reminder that the combination of modern technology and fragile human emotion can periodically wreak havoc on day-to-day equity valuations. Despite ongoing solid fundamentals (low interest rates, tame...
by James Garcelon | Jan 11, 2019 | Reports
SIC Multi Asset Institutional Composite December 2018 Year to Date SIC Institutional -2.7% -3.7% Benchmark* -2.4% -1.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Investor sentiment took a turn...
by James Garcelon | Dec 11, 2018 | Reports
SIC Multi Asset Institutional Composite November 2018 Year to Date SIC Institutional 1.6% -1.0% Benchmark* 1.5% 0.8% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI After enduring a drubbing in...
by James Garcelon | Nov 12, 2018 | Reports
SIC Multi Asset Institutional Composite October 2018 Year to Date SIC Institutional -4.5% -2.5% Benchmark* -3.9% -0.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Global equity returns were hit...
by James Garcelon | Oct 23, 2018 | Reports
Preparing for a Tough Environment We are cautious on the outlook for equities and have begun to reduce our exposure to the US stock market. For the year to date, the S&P 500 Index has significantly outperformed other developed markets. The bulk of this...
by James Garcelon | Oct 10, 2018 | Reports
SIC Multi Asset Institutional Composite September 2018 Year to Date SIC Institutional -1.0% 2.0% Benchmark* -0.6% 3.3% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Returns in...
by James Garcelon | Sep 12, 2018 | Reports
SIC Multi Asset Institutional Composite August 2018 Year to Date SIC Institutional -0.5% 2.9% Benchmark* 0.5% 3.9% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The S&P 500 Index...
