Macro Research: August 2020

2020-09-16T00:50:03+00:00August 31st, 2020|Macro Research|

We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.

2019 Q4 Manager Letter

2020-06-08T02:17:41+00:00December 31st, 2019|Manager Letter|

As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.

2019 Q3 Manager Letter

2020-07-24T18:34:49+00:00September 30th, 2019|Manager Letter|

This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.

Telfser: Market Outlook

2020-06-08T02:49:02+00:00July 24th, 2019|Market Outlook|

James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, provides his outlook on Canadian Equities and his reasoning for investing defensively in this current market environment.

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