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 | December 2025
Jeff Herold
The preferred share market had another strong month in December with redemption proceeds being reinvested in other outstanding preferred share series. Early in the month, investors received a total of $775 million from the CU.PR.I, PPL.PR.I, RY.PR.N and RY.PR.O redemptions, and on the last day of the month, investors received another $671 million from the […]
Read MoreBond Commentary | December 2025
Jeff Herold
Long term yields in several major bond markets, including Canada, moved sharply higher in early December. In part, the rise in yields reflected investors’ reduced expectations for additional monetary easing. While some central banks might lower their interest rates further, many, such as the Bank of Canada, may have reached the lowest rates of this […]
Read More‘Golden’ Canadian Stocks Helped the TSX Outpace U.S. ‘AI Crazed’ Markets in 2025
John Zechner
For only the third time in the past 15 years we saw Canada’s TSX Index generate a higher annual return than the U.S. S&P500 Index in 2025. Going into the last trading day of the year, the TSX is sporting a gain of over 28% while the S&P500 is ahead by about 18%. Headlining the […]
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