A Strong First Half Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners 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
Economic Recovery Front & Center Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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
All Eyes Turn Towards the US Election 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
Fireside Conversations- What to make of 2020 so far, and what comes next? Filed Under: Events | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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
Quarterly Insights- Pandemics, Protests, and Politics Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by McCulloch & Partners on Jul 10, 2020 Global financial markets staged an extremely strong recovery after the intial market reaction to the spread of the Covid-19 pandemic.... Read more
McCulloch & Partners Quarterly Insights: Coronavirus Strikes the Market Published by McCulloch & Partners on Apr 08, 2020 Coronavirus Strikes the Market The coronavirus spread rapidly across Europe and North America during the final 6 weeks of the quarter, bringing the global economy to a screeching halt. Financial markets responded in kind, pictured in Figure 1 below. In... Read more
A Historical Year 2020 Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Jan 19, 2020 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
Quarterly Insights- Wrapping Up a Decade Published by McCulloch & Partners on Jan 08, 2020 Global financial markets closed out the decade in style, with both bond and equity markets globally exhibiting strong performance in 2019.... Read more
Politics Leads to Increasing Volatility Published by McCulloch & Partners on Oct 22, 2019 US equity markets have continued to display resiliency in the face of continued geopolitical risk, centered around the ebb and flow of the trade war and rhetoric coming from Washington and Beijing.... Read more
What will 2019 bring? Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Jan 10, 2019 Global markets closed a turbulent 2018 with one of the worst Decembers ever, and with most equity indices and asset classes negative for the year. After the steep selloff on Christmas Eve, December was on track to become the market’s worst month in n... Read more