Portfolio Manager, David Pepall, reviews the second quarter of 2023 from a macro perspective and provides our current market outlook.
David Pepall, Portfolio Manager at Aventine Investment Counsel, accesses how rising rates will affect Canada's housing market and economy, and presents a bullish case for Nintendo.
We encourage investors to keep it simple (K.I.S.S) in 2023 as we begin to tilt portfolios for the next leg of growth as inflation and central bank actions become more predictable.
Precious Metals have suffered dramatically during 2022, primarily due to the strength in the USD and increasing real yields. Looking forward, however, we believe that the outlook for gold is constructive for several reasons...
BAM recently announced that it was going to de-consolidate its operations to spin-off its Asset Management division and unlock value. Read our full analysis for more.
With many investors feeling uncertain after a volatile third quarter, we hope this presentation provides a deeper understanding of this challenging market environment.
With all the turbulence in financial markets so far this year, we decided to do things a little differently this quarter and take you through a small presentation to review some key data points year-to-date, how the market is positioned, and where we see opportunities looking ahead.
We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…
We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.