An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]

The average U.S. bond had a negative total return in 2021 for the first time since 2013. The fourth quarter was another volatile one for interest rates as credit markets […]

Where are the superior risk/rewards in this sensitive economy? Many investments have more than doubled since their pandemic lows.  However, the U.S. equities market is in an interesting position as […]

What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting […]

With 2021 coming to a close, and major tax code changes being debated in Washington, now is an opportune time to evaluate three powerful tax strategies, which could be advantageous […]

It was a volatile third quarter for credit markets. Interest rates continued to experience significant volatility in the third quarter with the benchmark 10-year U.S. Treasury bond beginning the quarter […]

How have our portfolios defended against recent inflation?  Is inflation or disinflation in our future? Recent inflation headlines have been startling: “Lumber prices spike to an all-time high,” “Oil prices […]

Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook […]

For retirees, choosing the most optimal pension option deserves a rigorous analysis. For many employees in the public and private sector who are facing the prospects of an imminent retirement, […]

Bond investors are not too concerned about a persistent increase in inflation. Much ink has been spilled over the past quarter on inflation, which has clearly made a resurgence as […]