September brought a major shift for U.S. markets. After holding rates steady for months, the Federal Reserve cut its benchmark rate for the first time in 2025 to 4.0%-4.25%. This move signaled…
This year’s Jackson Hole Symposium surprised many market watchers. Fed Chair Jerome Powell struck a more measured tone than expected. While he acknowledged that inflation has cooled…
July proved to be a turning point, as equity markets held strong, showcasing resilience amid a backdrop of uncertainty. Both the Federal Reserve and the Bank of Canada are carefully navigating between…
Canadian markets continued their upward momentum in June 2025, with the S&P/TSX Composite Index rising by 2.91% over the month. While equities held up well, the latest economic data pointed to…
As we progress through the second quarter of 2025, Canadian financial markets have shown resilience, with the S&P/TSX Composite Index rising 5.6% in May. This edition offers a closer look at the key…
Global markets experienced increased volatility in April 2025 due to growing trade tensions and uncertain policies. Investors’ sentiment was shaken by President Trump’s unexpected announcement…
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US Growth Equity 5-Year Annualized Returns by Decile (%)
US Growth Equity 10-Year Annualized Returns by Decile (%)
US Growth Equity 20-Year Annualized Returns by Decile (%)
Canadian HD Equity 5-Year Annualized Returns by Decile (%)
Canadian HD Equity 10-Year Annualized Return by Decile (%)
Canadian HD Equity 20-Year Annualized Returns by Decile (%)
International Equity 10-Year Annualized Returns by Decile (%)
US Large Cap Equity 10-Year Annualized Returns by Decile (%)
Canadian Equity 10-Year Annualized Return by Decile (%)
International Equity 5-Year Annualized Returns by Decile (%)
US Large Cap Equity 5-Year Annualized Returns by Decile (%)
Canadian Equity 5-Year Annualized Returns by Decile (%)
International Equity 20-Year Annualized Returns by Decile (%)
US Large Cap Equity 20-Year Annualized Returns by Decile (%)
Canadian Equity 20-Year Annualized Returns by Decile (%)
| ENRS: Energy | HLTH: Health Care | Last: Last Price |
| MATR: Materials | FINL: Financials | Yield: Dividend Yield |
| INDU: Industrials | INFT: Technology | Q: Quality |
| COND: Discretionary | TELS: Telecom | V: Value |
| CONS: Staples | UTIL: Utilities | M: Momentum |
