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...
by James Garcelon | Jan 20, 2021 | Reports
Lessons Learned from the Monetary and Fiscal Bazooka If there is one lesson for investors to take from the unprecedented events of 2020, it is to never underestimate the positive potency of globally coordinated monetary and fiscal policy on capital market...
by James Garcelon | Jan 10, 2021 | Reports
SIC Multi Asset Institutional Composite December 2020Year to DateSIC Institutional1.4%6.6%Benchmark*1.4%9.0% * 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 Global equity markets...
by James Garcelon | Dec 10, 2020 | Reports
SIC Multi Asset Institutional Composite November 2020Year to DateSIC Institutional6.7%5.2%Benchmark*6.6%7.5% * 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 combination of a Biden...
by James Garcelon | Nov 10, 2020 | Reports
SIC Multi Asset Institutional Composite October 2020Year to DateSIC Institutional-1.6%-1.4%Benchmark*-2.3%0.9% * 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 Investors were in a...
by James Garcelon | Oct 20, 2020 | Reports
Turbulent but Potentially Profitable Times Ahead The COVID-19 pandemic and the government policy reaction in response to it continued to be the biggest factor influencing global equity returns over the past six months. We expect this to remain the dominant...
by James Garcelon | Oct 9, 2020 | Reports
SIC Multi Asset Institutional Composite September 2020Year to DateSIC Institutional-0.9%0.1%Benchmark*-0.7%3.2% * 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 Historically, September...
by James Garcelon | Sep 10, 2020 | Reports
SIC Multi Asset Institutional Composite August 2020Year to DateSIC Institutional1.3%1.0%Benchmark*1.4%4.0% * 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 Global equity markets, as...
