Roberts Nash Advisory Group

All Archives

  • St Stabilization of Home Prices Confirmed in May
    by Jay Nash
    06/14/2018

    A great article about our current housing market.   "In May the Teranet–National Bank National Composite House Price IndexTM  was up 1.0% from the previous month. This confirms the index stabilization following the downward trend...

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  • Back to Cautious Optimism
    by Nash Family Wealth
    06/14/2018

    In our first Asset Allocation Strategy report of 2018, we stated that: “In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter...

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  • Higher rates… volatility… commodities? Smells like late cycle
    by Nash Family Wealth
    05/05/2018

    Highlights  If you hope volatility will revert back to pre-February levels, think again, as politics continue to take the lion’s share of attention in most investors’ minds.  We agree that traffic lights are slowly starting to transition...

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  • BASE CASE Scenario Q2 2018
    by Jay Nash
    04/04/2018

    Please find attached the forecasts currently being used by our Economics and Strategy Team.  The document includes their “base case” scenarios for investment markets given different economic scenarios and what they view the odds of each to...

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  • Aftershocks Are The Norm
    by Jay Nash
    04/03/2018

    Financial markets have trembled in recent days but it’s important to keep things in perspective. Aftershocks are the norm after a market earthquake. Before the February episode there had been only 10 instances since 1988 when volatility (the VIX...

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  • Trade War?
    by Nash Family Wealth
    03/23/2018

    Financial markets are reacting negatively to a potential trade war between the U.S. and China. War, however, may be too strong a word at this juncture. We say this because of the uncanny strategy used by the combatants: 1) Trump just announced...

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  • Remarkable Comeback
    by Nash Family Wealth
    03/02/2018

    After months of uncanny calm and stability, volatility came back forcefully in February. In our view, this pullback had more to do with a mean reversion to a more sustainable trend.  In the next few weeks, we will continue to closely monitor...

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  • Budget Deficits and the U.S. Dollar
    by Nash Family Wealth
    03/02/2018

    The February announcement by Congress that it would increase government spending this year and next will prompt a temporary growth spurt in the U.S. but have a more permanent impact on America’s budget deficit which is slated to surge past 5% of GDP...

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  • Budget Canada 2018
    by Diane Nash
    02/28/2018

    You will find attached a short summary of the 2018 budget produced by our team of experts. This summary highlights the main changes and impacts for: individuals businesses other measures of interest Full Report

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  • Canada: January Job Surge
    by Nash Family Wealth
    02/08/2018

    Job creation has surged on a seasonally-adjusted basis in both November and December and we expect the same thing to happen in January: we are calling for an increase of 50,000. This aggressive forecast (consensus is at +10K) is based on our view...

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