by James Garcelon | Sep 10, 2021 | Reports
SIC Multi Asset Institutional Composite August 2021Year to DateSIC Institutional1.68%9.55%Benchmark*1.76%8.99% * 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 US Equity markets...
by James Garcelon | Aug 11, 2021 | Reports
SIC Multi Asset Institutional Composite July 2021Year to DateSIC Institutional1.02%7.74%Benchmark*1.36%7.11% * 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 equity and bond...
by James Garcelon | Jul 20, 2021 | Reports
Managing Expectations For the past 15 months, global financial markets have been influenced primarily by generous government programs and historically low interest rates. These measures were designed to mitigate the negative economic and social consequences of the...
by James Garcelon | Jul 12, 2021 | Reports
SIC Multi Asset Institutional Composite June 2021Year to DateSIC Institutional2.41%6.64%Benchmark*2.16%5.68% * 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 Capital markets continued to...
by James Garcelon | Jun 10, 2021 | Reports
SIC Multi Asset Institutional Composite May 2021Year to DateSIC Institutional0.57%4.14%Benchmark*0.98%3.44% * 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 Positive news on vaccination...
by James Garcelon | May 10, 2021 | Reports
SIC Multi Asset Institutional Composite April 2021Year to DateSIC Institutional1.30%3.55%Benchmark*1.22%2.43% * 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 equity markets...
by James Garcelon | Apr 20, 2021 | Reports
Inching toward Neutral What a difference a year makes!! Massive government programs have greatly mitigated the social and financial consequences of the pandemic-induced economic contraction. At the same time, wide-ranging scientific innovation...
by James Garcelon | Apr 9, 2021 | Reports
SIC Multi Asset Institutional Composite March 2021Year to DateSIC Institutional1.26%2.21%Benchmark*1.23%1.20% * 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 Portfolio returns continued...
by James Garcelon | Mar 10, 2021 | Reports
SIC Multi Asset Institutional Composite February 2021Year to DateSIC Institutional0.97%0.94%Benchmark*0.70%-0.03% * 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 Improving prospects for...
by James Garcelon | Feb 10, 2021 | Reports
SIC Multi Asset Institutional Composite January 2021Year to DateSIC Institutional-0.03%-0.03%Benchmark*-0.72%-0.72% * 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 Concerns over the...
