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Quarterly Report- Summer 2017
Managing Through an Upswing (Synchronized) in Global Growth and Geo-Political Uncertainty
With the first half of 2017 under our belt, there seems to be little pushback against our thesis of a synchronized global recovery. Most advanced nations are enjoying moderate economic growth, while performance in many emerging market (EM) nations is stabilizing or improving. Such synchronized growth is fairly rare.
Portfolio Management Powerhouses
What strategies are Canada’s leading PM’s using to navigate the current investment landscape. With insight from Heward Portfolio Manager, Maurice Conti.
Rookie Sensations ‘Robinson Sheppard Shapiro’ take home the President’s Cup
Quarterly Report Spring 2017
Balancing the Investment Scales – Positive Economics versus Political Uncertainty
Economic and political cycles have a habit of being out of sync, but today, almost ten years after the most severe financial crisis since the Depression, a broad-based economic upswing seems to be under way. In the U.S., Europe, Asia and the emerging markets, for the first time since a brief rebound in 2010, all cylinders seem to be firing at once.
2017 Investment Preview