by James Garcelon | May 11, 2020 | Reports
SIC Multi Asset Institutional Composite April 2020 Year to Date SIC Institutional 6.5% -6.8% Benchmark* 6.5% -3.5% * 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 From the aftermath of the...
by James Garcelon | Apr 16, 2020 | Reports
We Won’t See It in the Economic Data We are often asked how we are analyzing markets in this crisis thrust upon us by COVID-19. What are the economic indicators that we are closely watching? What is it in the data that will provide us the confidence that things have...
by James Garcelon | Apr 13, 2020 | Reports
SIC Multi Asset Institutional Composite March 2020 Year to Date SIC Institutional -9.3% -12.5% Benchmark* -7.3% -9.4% * 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 rapid spread of...
by James Garcelon | Mar 10, 2020 | Reports
SIC Multi Asset Institutional Composite February 2020Year to DateSIC Institutional-4.2%-3.6%Benchmark*-3.9%-2.2% * 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 For market participants,...
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...
