Published by McCulloch & Partners Wealth Counsel on Jan 16, 2023
A year of normalization provides optionality Quarter & Year in Review We turn the page on 2022, a year that will be remembered as a very difficult year for investors in financial markets. Persistent inflation, slowing economic growth, a war in Europe... Read more Published by McCulloch & Partners Wealth Counsel on Dec 13, 2022
We head into the final quarter of a turbulent 2022, but opportunities abound... Read more Published by McCulloch & Partners Wealth Counsel on Aug 12, 2022
Global financial markets accelerated the weakness of the first quarter of the year. The weakness continues to be broad based, with bonds also selling off during the first half of the year, providing investors globally with very few places to hide.... Read more Published by McCulloch & Partners Wealth Counsel on Aug 04, 2022
The first quarter of 2022 came and went in dramatic fashion. Global markets have had to absorb a lot of big macro news. As the pandemic moves to an endemic footing within society, central banks have begun to look at attempting to normalize... Read more Published by McCulloch & Partners on Oct 15, 2021
2021 has passed at what has felt like a rapid pace, as we enter the final quarter of the year already. Inflationary pressures and major supply chain disruptions across various segments of the global economy, coupled with the Delta variant... Read more Published by McCulloch & Partners Investment Counsel on Jul 15, 2021
We are rapidly into the second half of 2021. The last three months have seen inflationary pressures and major supply chain disruptions become the dominant story and narrative within financial market coverage. Amid this, we find it very interesting th... Read more Published by McCulloch & Partners on Apr 14, 2021
Economic Recovery Front & Center Financial Markets Look to the Future Introduction The first quarter of 2021 contained plenty of newsworthy stories, such as a seemingly coordinated retail investor attack on short sellers to the very public blowup of a... Read more Published by McCulloch & Partners on Jan 19, 2021
Before looking ahead, we first look back once more to 2020, where the experience of global financial markets seemed to disconnect from the economic reality faced by most of the population.... Read more Published by McCulloch & Partners on Dec 02, 2020
Fixed Income On the below chart, we break out the Canadian bond universe into federal, provincial, and corporate components as well as slice by maturity. In each pane, the dashed red line is the Canada Bond Universe, which is the aggregate of these subsections... Read more Published by McCulloch & Partners on Sep 15, 2020
The following is a conversation with a hypothetical client Client- It has been a wild year; we are still battling through the COVID pandemic and the related economic fallout from the lockdowns. What are your thoughts on 2020 so far? McCulloch & Partners-... Read more