by James Garcelon | Feb 10, 2020 | Reports
SIC Multi Asset Institutional Composite January 2020 Year to Date SIC Institutional 0.7% 0.7% Benchmark* 1.7% 1.7% * 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 “Jekyll and Hyde”...
by James Garcelon | Jan 17, 2020 | Reports
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...
by James Garcelon | Jan 10, 2020 | Reports
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...
by James Garcelon | Dec 10, 2019 | Reports
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...
by James Garcelon | Nov 8, 2019 | Reports
SIC Multi Asset Institutional Composite October 2019 Year to Date SIC Institutional 0.8% 11.3% Benchmark* 0.7% 12.6% * 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 Investor confidence was...
by James Garcelon | Oct 21, 2019 | Reports
The Breadth Is yet to Come Global capital markets continued to perform well in the third quarter despite periodic disconcerting political headlines emanating from both Washington and London. Financial assets (fixed income and equity) have been the primary...
by James Garcelon | Oct 11, 2019 | Reports
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...
by James Garcelon | Sep 10, 2019 | Reports
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,...
by James Garcelon | Aug 12, 2019 | Reports
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%...
by James Garcelon | Jul 22, 2019 | Reports
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,...
