Trimark U.S. Small Companies Class
With an average 23% cash weighting, the fund was able to outpace both its benchmark and peers in the first quarter. With U.S. small cap names selling off, the high cash balance helped to provide a buffer to this downside.
Read MoreThe Beginning of the End?
Market volatility returns. Is this a repeat of 2008? No matter how you slice it, the autumn months have been the most punishing for investors. As the table below shows, August and September are the months where you are most likely to experience a loss greater than 5%, and October is the month you are most likely to experience the biggest drops. The table below highlights the best, worst and...
Read MoreInvestors rewarded in August with modest gains
August was another strong month for investors, as most market indices ended the month in positive territory. The notable exception was the MSCI EAFE Index, which was lower by 0.4% in Canadian dollar terms as Asian Pacific markets, specifically Japan were lower. Bond markets were also largely higher as the combination of accommodative central banks and increasing geopolitical uncertainty pushed...
Read MoreMarkets Mixed In July
If July only had thirty days in it, it would have been a pretty decent month in the global equity markets. Unfortunately, there are 31 days in July, and the last day of the month was not kind to most markets. A wave of selling took hold, driving markets lower, and taking what was looking to be a largely positive month across the board, and turning it into a mixed bag. The S&P/TSX Composite...
Read MoreFirst Half Review – Investors Rewarded with Strong Gains
The first half of the year was profitable, with most investors seeing modest gains. Canadian equities led the way with the S&P/TSX Composite Index gaining nearly 13%, handily outpacing most other developed markets. This was in large part to an impressive rebound in the energy and materials sectors. With Russia reclaiming the Crimean Peninsula from the Ukraine and renewed tensions in Iraq,...
Read MoreEnergy & Gold push Canadian equities higher
After a solid first quarter, April turned out to be a mixed bag for markets with fixed income and Canadian equities largely higher, while global equities were mixed. Mixed economic data combined with modest inflation pressures helped to push bond yields lower in April. The yield on the benchmark Government of Canada ten year bond ended the month at 1.67%, down from 1.71% at the end of March. The...
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