High Performance Institutional Money Management
Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.
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Latest Commentary
Preferred Share Commentary | November 2025
Jeff Herold
The preferred share market had a seesaw month in November, first declining, then rallying back to finish little changed. The first part of the month was dominated by new issue supply totalling $801 million, while the latter part of the month had $550 million of redemptions requiring reinvestment and announcements of a further $671 million […]
Read MoreBond Commentary | November 2025
Jeff Herold
Canadian bond yields fluctuated in a narrow band in November. The yields initially drifted higher as investors reflected on the Bank of Canada’s October 30th announcement that it did not anticipate further rate reductions. Later in the month, though, some weaker than expected economic data in the United States caused a rally in Treasuries that […]
Read MoreTechnology Stocks Lose Their Glow as Some ‘AI Doubters’ Emerge
John Zechner
The investor romance with technology stocks (and those focused on artificial intelligence in particular) hit some of the largest setbacks in November since the ‘Deepseek scare’ earlier this year. These worries surfaced even though industry leader and ‘poster child’ for the AI boom, NVidia released their third quarter earnings report. They once again blew past […]
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