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...
by James Garcelon | Oct 23, 2018 | Reports
Preparing for a Tough Environment We are cautious on the outlook for equities and have begun to reduce our exposure to the US stock market. For the year to date, the S&P 500 Index has significantly outperformed other developed markets. The bulk of this...
by James Garcelon | Oct 10, 2018 | Reports
SIC Multi Asset Institutional Composite September 2018 Year to Date SIC Institutional -1.0% 2.0% Benchmark* -0.6% 3.3% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Returns in...
by James Garcelon | Sep 12, 2018 | Reports
SIC Multi Asset Institutional Composite August 2018 Year to Date SIC Institutional -0.5% 2.9% Benchmark* 0.5% 3.9% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The S&P 500 Index...
by James Garcelon | Aug 13, 2018 | Reports
SIC Multi Asset Institutional Composite July 2018 Year to Date SIC Institutional 1.3% 3.4% Benchmark* 0.8% 3.4% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI Supported by robust Q2...
by James Garcelon | Jul 30, 2018 | Reports
Ignoring the Rhetoric The Trump Administration’s heavy-handed approach to global trade spooked international markets and pro-cyclical sectors late in the second quarter. Investors fretted over the possibility that trade tensions could slow economic growth in regions...
by James Garcelon | Jul 10, 2018 | Reports
SIC Multi Asset Institutional Composite June 2018 Year to Date SIC Institutional 0.3% 2.0% Benchmark* 1.1% 2.6% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The SIC Multi Asset...
by James Garcelon | Jun 12, 2018 | Reports
SIC Multi Asset Institutional Composite May 2018 Year to Date SIC Institutional 1.0% 1.7% Benchmark* 1.3% 1.4% * 5% T Bills, 35% Canadian Bond Composite, 20% TSX Composite TRI, 20% S&P 500 C$ TRI, 20% MSCI EAFE (Net) C$ TRI The SIC Institutional...
by James Garcelon | May 4, 2018 | Reports
Staying Focused The performance of global capital markets in Q1 2018 was characterized by fear and controversy resulting in unprecedented volatility. Wide price fluctuations across all major asset classes undermined investor confidence as fears of trade wars and...
