Nash Family Wealth
Given our view about the Bank of Canada and the possibility of higher long-term interest rates, the chart below illustrates the performance of the S&P/TSX sectors in a rising rate environment. Financials, consumer discretionary and industrials...
If there is one consensus nowadays it is that, after years of very easy global monetary policy, inflation should be higher than it presently is. While that is doing little to quell the fight between hawks and doves, there is a whole list of reasons...
While political events can provide markets the needed spark to take some of the froth out of overbought conditions, more than often, their lasting actions are quite low. Investors (yours truly included) have learned this the hard way, starting with...
Stefan Marion, Chieft Economist and Strategist "revoking NAFTA would elicit an uproar in Congress, risk disrupting the activities of companies with supply chains spread across the hemisphere, hurt the economy and trigger a wave of lawsuits....
Martin Lefebvre, CIO and Stategist As we look at most financial assets, it seems clear that the last month has been more in "wait and see" mode. Most have been range-bound for a few months now, a situation which also had the effect of lowering...
Highlights: Capital Gains and Losses: Unchanged Individuals 1. Anti-Avoidance Rules for Registered Plans (RESP,RDSP) 2. Mineral Exploration Tax Credit for Flow-through Share Investors 3. Disability Tax Credit – Nurse Practitioners 4. Medical...
“If robots are supposed to take all our jobs, they’re not very good at it. Nonfarm payrolls rose 235,000 [in the United States] in February, rising faster than even the computer models thought they would. This was the 84th month in a row...
Martin Lefebvre, CIO and Strategist Highlights • The likelihood for tightening (now that March is "live") increased from 27% to over 80% since the beginning of February. While a hike in March may have a limited impact, an increase in the dots...
Martin Lefebvre, CIO and Strategist Investors who hoped that President Trump would be more moderate than "Campaign Trump" are slowly realizing that this will not be the case. While the cloud of uncertainty toward the policies of the new...
This short webcast (<5mins) provides a great review of where we are in the markets and where the manager believes we are going in 2017. Webcast - Weekly Dose of Espresso