CAD May Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, rallied strongly by 5.3% (+5.8% in USD) during May, with all major regions performing strongly. The CAD appreciated by 0.5% vs. the USD. Global Equities Global equities appreciated by 5.3%, with US large-cap equities (
USD May Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, rallied strongly by 5.8% during May, with all major regions performing strongly. Global Equities Global equities appreciated by 5.8%, with US large-cap equities (S&P 500) up 6.3%, international developed equiti
USD April Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, appreciated by 0.9% during April. However, equities and bonds experienced massive intra-month volatility following President Trump’s Liberation Day tariff announcement on April 2nd and subsequent modifications of
CAD April Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 3.2% in CAD (+0.9% in USD) during April. Equities and bonds experienced massive intra-month volatility following President Trump’s Liberation Day tariff announcement on April 2nd and subsequent modification
Q1 Capital Markets Review
Entering 2025, strong economic momentum gave way to heightened volatility as aggressive U.S. tariff actions disrupted markets and trade relationships. Our report reviews how these shifts impacted public and private markets, identifies actionable investment opportunities, and outlines strategic posit
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. Global Equities Global equities declined by 4.0%, with US large-cap equities (S&P 500) down 5.7
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 and international equities. The CAD strengthened by 0.5% vs. the USD. Global Equities Global equities declined by 4.5% (-4
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 offerin
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 by 0.5% vs. the USD. Global Equities Global equities declined by 1.1%, with US large-cap equities (S&P 500) down 1.8% w
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 0.6%, with US large-cap equities (S&P 500) down 1.3% while international developed (+1.9%) and emerging market
