What are Structured Notes? Think bonds with a twist! Performance tied to index changes, with a barrier for downside protection. Our recent moves involve snagging Utility and Telecom indexed notes. Why? Yields ranging from 10%-13% (yes, monthly payouts!), backed by Canada's most defensive sectors.
Portfolio Manager, David Pepall, reviews the third quarter of 2023 from a macro perspective and provides our current market outlook.
Despite a challenging September, the market still has hidden gems! Don't miss these game-changing catalysts in our latest blog post. From Park Lawn's strategic moves to GDI's USA expansion and CAE's business reshuffle, there's more to the story than meets the eye.
Our Balanced Composite returned -2.5% in Q3 bringing our year-to-date return to +0.9%. Investment performance in the third quarter of 2023 was characterized by ever-increasing government bond yields. This, in turn, had a ripple effect on risk asset pricing...
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, isn't letting market volatility and recession concerns deter him from making strategic investments for the long term. In this interview with The Globe and Mail, he shares his investment philosophy and insights.
While our Firm view remains cautiously optimistic on certain industrial- and residential-oriented public companies and REITs, with greater preference towards deal-by-deal alternatives exposure, we remain largely on the sidelines concerning global commercial property...
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Zoetis, CAE Inc., and Danaher.
Portfolio Manager, David Pepall, reviews the second quarter of 2023 from a macro perspective and provides our current market outlook.
The year 2023 has been a year underpinned by consistently changing macro narratives. As Bloomberg recently reported: January’s hard-landing expectation gave way to February’s no-landing scenario, which was abruptly reversed when banking-sector turmoil surfaced in March...
Six months have passed since the S&P 500 index touched its lowest level in more than two years, shedding ~25.0% of its value at the depths of the 2022 bear market. Since the start of 2023, however...