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,...
by James Garcelon | Jul 10, 2019 | Reports
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...
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...
