Category: Risk Management

Commentary January 2024 – A Tale of Two Sectors

The Autumn season in the markets was punctuated by concerns over the Israeli-Hamas fighting and its geopolitical impacts, watching with bated breath about how consumers would digest the insidious impact of interest rates, and in China a property market decline

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Commentary October 2023 – Ready for a Turn

This summer into fall, markets have been fixated on the economic “soft landing” narrative and the notion of rates being higher for longer.  It is true that circumstances have made it tougher than in past cycles to slow down the

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Commentary July 2023 – Déjà vu from 2000

The first quarter of 2023 had markets driven most dramatically by US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase. Bonds and Interest Rates

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Commentary April 2023 – Will The Fed Pivot

The first quarter of 2023 had markets driven most dramatically by the US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase. Bonds and Interest

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Commentary October 2022 – Interest Rate Increases Start Cooling the Economy

During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy.  More fading of high single digit inflation is likely around the

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Commentary July 2022 – Central Bankers Start Taking Inflation Seriously

This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year.  The only major sign of relief

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Commentary April 2022 – Inflation Goes Into Overdrive

As the developed world navigated past the Omicron virus wave, various factors lengthened and/or accelerated the inflation we once hoped would be transitory.  On the economic demand-growth side, various economies saw increased consumer activity, especially in leisure spending.  On the

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Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact

Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact There were many winds washing through the markets in the months leading up to the New Year.  Hence it was a tumultuous time.  To name a few: The Delta variant

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Commentary October 2021 – beyond Delta

This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to supply chain bottlenecks

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Commentary July 2021 – Assessing Economic Progress

With the gradual reopening of businesses post-Covid, we are seeing glimmers of hope regarding the economic recovery.  Still, the pandemic created chaos that continues to settle out bit by bit.  There were changed buying habits, pent up demand, supply chain

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Commentary October 2020 – a touch of rationality

After markets recovered this spring from the worst of the pandemic impact, the summer was a season of optimism, perhaps misplaced optimism, while a little bit of realism arrived with the coming of fall. There will likely be more ups

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Rainmaker or Storm-maker? Is this roller coaster coming from Trump?

Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations, other nations (e.g. Canada and Mexico)

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Market Pullbacks

Reblogged from Efficertain.com In the last couple months of 2018, the increased volatility of investment markets led two clients to write to get my sense of the market situation and how/if we should react to that. With the sense that

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