Winter 2021
Market Outlook – Despite the massive human and economic toll of the COVID-19 pandemic, total returns have far exceeded expectations across most asset classes in 2020. Who would have guessed at this time last year that stocks would enjoy double digit returns and investment grade spreads would tighten knowing the level of global devastation the virus would cause? The market response has been nothing short of amazing and provides a great reminder for investors to follow their discipline, stay invested and avoid market timing. READ MORE
Summer 2021
Market Outlook – It has been several decades since I owned a manual transmission car, but learning how to drive stick was a rite of passage for most teenagers back in my day. After stalling the car several times, you gradually gained confidence in shifting and things went a lot smoother. With proficiency, one of the many tricks you tried to learn was flat-shifting the car (aka power shifting). This was effectively shifting the car without lifting your foot from the accelerator pedal. READ MORE
