The sector rotation strategy is an investment approach that has gained popularity in recent years, which involves shifting investments between different sectors of the economy to take advantage of the…
The sector rotation strategy is an investment approach that has gained popularity in recent years, which involves shifting investments between different sectors of the economy to take advantage of the…
Global financial markets had a difficult month in February, reflecting concerns over the global economy’s growth prospects. In Canada, the economy stalled in Q4 2022, but there are indications that it may…
Global financial markets had a strong start in January with positive gains. The US economy showed signs of growth while the inflation rate slowed down. The Euro Area economy expanded at a weaker pace…
The Strategy outperformed the market in 2022 increasing by 2.6%, while the S&P 500 dropped by 18.1%. Despite the bear market, our Tactical Sector Rotation Strategy, which works on identifying the shift…
Global financial markets experienced their worst year since the financial crisis of 2008 due to a combination of factors, including inflation, slowing global growth, tightening monetary policy, …
Global financial markets extended their rebound from October’s lows, encouraged by the prospect of peaking inflation and the possibility of the Fed slowing the rate hikes. S&P 500 companies reported…
Our US Large Cap Equity Strategy has been underperforming the S&P 500 TR over the last two years. The underperformance coincides with two significant events: Inclusion of a qualitative overlay in 2021…
Global financial markets posted the first monthly gain since July amid increased volatility. The third quarter earnings season is off to a pretty strong start, with 45% of the S&P 500 having already…
Global financial markets plummeted in September as economic conditions worsened and central banks pursued aggressive rate hikes worldwide. Excessive inflation and more challenging conditions have…
Global financial markets plummeted in August, marking the worst August performance in seven years, as investors remained concerned about the Federal Reserve’s relentless interest rate hikes. Selloff…
