Nash Family Wealth
History
Articles
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Tue, 08/04/2020
"After having hit rock bottom in April, Canadian GDP bounced in May with a 4.5% rise, surpassing consensus expectations. Statistics Canada also provided a preliminary reading for June showing a 5.0% increase. Even after taking into account this 2-...
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Tue, 08/04/2020
Biggest 5 stocks return 49% YoY, rest deliver zilch over the past 12 months . . . the largest 5 companies (AAPL, MSFT, AMZN, GOOGL, FB) returned 49% while the rest of the S&P 500 barely budged. Full Article
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Tue, 08/04/2020
"The Canadian headline inflation numbers for June were much stronger than expected. A sharp increase in gasoline prices nationwide and electricity in Ontario was anticipated but several other components bounced back with the reopening of the economy...
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Mon, 07/27/2020
“…the proportion of income that is replaced by the CERB for the average worker greatly varies from one industry to another, possibly creating a disincentive to return to work for employees in some industries. In this report, we analyze divergences...
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Mon, 07/20/2020
Every year, we present our long-term forecasts for major asset class returns, volatility, and correlations. They form the basis of our Capital Allocation Line (CAL), an important input into National Bank Investment Strategic Asset Allocation (SAA)...
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Fri, 06/12/2020
We see risks associated with COVID-19 as a reason to invest in prudence mode, not defense mode. We therefore continue to believe that our slightly overweight position in equities is appropriate. Full Article
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Mon, 06/01/2020
Clearly, the Q1 GDP slump is just a preview of what’s coming in the second quarter. While a rebound is likely in the second half of 2020 as more of the economy reopens and firmed rebuild inventories…. Full Article
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Thu, 05/28/2020
For our part, though we do not expect a U.S. style slump, we do foresee a market drop in prices, about 10% sharper than any of the country’s last three recessions. Full Article
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Wed, 05/27/2020
Forecasting returns is not an easy task, no matter what the asset class. Of the entire lot, currencies are probably the hardest to fathom because they entwine relative values. Yet, being easily accessible, they are often the most watched by...
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Sun, 05/24/2020
Angelo Katsoras has been a geopolitical analyst with National Bank of Canada since December 2008. Previously, he was a Research Analyst with LaCaisse de dépôt et placement du Québec, a position he held since January 2005. From 2000 to 2004 he was a...