Gain valuable insight into wealth advisory topics, portfolio construction, capital market assumptions, and market performance
Market Commentaries
USD March Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 4.0% during March, with significant performance differences between US and international equities.
CAD March Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 4.5% (-4.0% in USD) in March, with significant performance differences between US
CAD February Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 1.1% (-0.6% in USD) with varied performance across regions. The CAD strengthened
USD February Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 0.6% with varied performance across regions. Global Equities Global equities declined by
Perspective Amid Market Uncertainty
Since peaking at 6,147 on February 19th, the S&P 500 has dropped 9.4% to 5,572 by March 11, 2025, bringing its YTD decline to 5.2%. Interestingly, this decline contrasts with a 6.0% YTD gain in international equities (MSCI ACWI ex USA Index). This marks a reversal of the long-standing trend where US equities significantly outperformed global markets. In the note below, we explore the causes behind the US equity market’s recent weakness and its implications for future performance.
CAD January Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, appreciated strongly by 4.5% (3.4% in USD) with all regions experiencing positive performance. The
White Papers
Unlocking Long-Term Growth: Using Private Investments to Enhance Portfolios
Our white paper, “Unlocking Long-Term Growth Using Private Investments to Enhance Portfolios,” presents a disciplined, endowment-style strategy that uses private equity, credit, and real assets to enhance returns, reduce volatility, and build sustainable multi-generational wealth—while offering readers insight into how thoughtful portfolio construction can create lasting financial advantage.
Risk Buckets and Risk Utilization
Asset-class weightings do not necessarily convey portfolios’ true underlying risk characteristics. Therefore, we believe Risk Buckets and Risk Budget Utilization are better frameworks to measure portfolio risk vs. expected return, and to better construct adaptable portfolios across various market environments.
Thinking Broadly About Exit Planning
Managing and optimizing various types of Exit transactions in the context of preparing for capital deployment to support your next phase of life.
How to Create, Organize and Coordinate the Ecosystem
Understand the key functions of Family Offices: which aspects are best suited to highly qualified third-party providers and which to dedicated staff. Some ways to think critically about directing and coordinating a family office network.
Typical Needs of Wealthy Investors
While each individual or family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support. Forward-looking, wise management is the most commonly needed ingredient.
Nearing an Exit: Questions to Ask Yourself and Others
For those beginning to think about the sound management of wealth, possibly around an exit from a large investment, the following outlines some questions we
