by James Garcelon | Jun 12, 2019 | Reports
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...
by James Garcelon | May 10, 2019 | Reports
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...
by James Garcelon | Apr 20, 2019 | Reports
Lessons Learned The first quarter saw global markets surge higher. Both global equities and fixed income posted strong results. Global equities as measured by the MSCI World Index returned a whopping 10.2%. While it is true that two important developments carried...
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...
