Gain valuable insight into wealth advisory topics, portfolio construction, capital market assumptions, and market performance
Market Commentaries
CAD February Market Performance
Continued strong appreciation for global equities as the MSCI ACWI Index rose 2.9% in CAD (+3.2% in USD).
USD February Market Performance
Continued strong appreciation for global equities as the MSCI ACWI Index rose 3.2%.
USD December Market Performance
Global equities (MSCI ACWI Index) rallied by 4.8% in USD and bonds (Barclays US Aggregate Bond Index) appreciated by 3.8%.
CAD December Market Performance
Global equities (MSCI ACWI Index) rallied by 2.3% in CAD (+4.8% in USD) and bonds (ICE BOFA Canada Broad Market Index) appreciated by 3.4% in CAD.
USD January Market Performance
February delivered a retreat from January’s strong start with global equities down 2.9% in USD.
CAD January Market Performance
February delivered a retreat from January’s strong start with global equities down 0.4% in CAD.
CAPITAL REVIEW
2023 Quarter 4
and Full Year
In 2023, equity markets soared, led by the tech sector, while asset-based lending emerged as a vital finance segment, underscoring a diverse performance in alternatives and private investments. Fixed income markets flourished amid declining interest rates, spotlighting high-yield bonds. Looking ahead, strategic asset allocation favors short-term government debt and private credit, amidst cautious optimism in equity markets due to economic and geopolitical uncertainties. This scenario sets a nuanced stage for investors, emphasizing a balanced approach towards navigating future investment landscapes.
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White Papers
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
Strategic Asset Class Forecast Methodology (Oct 2022)
White paper on the methodology behind BCA’s 7-yr Capital Markets Assumptions. Updated as of October 2022, with respect to strategic asset class return forecasts.
