There was no shortage of negative headlines this quarter. They seemed at odds with the favourable return environment, which is not atypical of bull markets.
Q2/2019 Commentary
2019-07-05, Joe Jugovic
Global markets edged higher in the second quarter, following the strong rebound in Q1. While gains are welcome, markets are struggling to advance meaningfully.
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Q1/2019 Commentary
2019-04-05, Joe Jugovic
What a difference a few months makes. Following a volatile end to 2018, all major equity markets advanced in the first quarter.
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Q4/2018 Commentary
2019-01-04, Joe Jugovic
Global stock markets plunged in the final quarter of the year, resulting in double digit annual losses for equity investors worldwide.
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Q3/2018 Commentary
2018-10-12, Joe Jugovic
Global markets struggled this quarter, but the U.S. bucked the trend, and posted its largest quarterly gain in nearly five years.
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Risk Taking, Past Cycles … And A Silver lining
2018-07-06, Joe Jugovic
Perversely, investors’ propensity to take on risk seems to increase the longer a cycle lasts and the higher past returns have been.