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

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