In this month’s investor strategy we tackled the debate as to whether or not the recent spike in commodity prices is the early innings of a commodity supercycle.
- Market recap – True North strong & free
- Asset Allocation – Market cycle & positioning
- Fixed Income – GICs better than ST bonds
- Are we in a supercycle?
- A not so ‘super’ cycle
- Transitioning to a green economy
- Portfolio Construction – Positioned for eco rebound