Newsletters
Every quarter, you can find here a newsletter on each of our strategies.
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October 2024
Quarterly Review Q3 2024
The third quarter showed resilience across global markets, with particular attention to U.S. interest rate cuts and inflation impacts, signaling mixed performances and cautious optimism. Small-cap stocks, sensitive to these economic shifts, indicated potential for notable movements in the coming periods, reflecting an evolving investment landscape.
July 2024
Quarterly Review Q2 2024
Q2 2024 showed global market resilience, shaped by discussions on interest rates and inflation that significantly influenced investor sentiment. While major indexes like NASDAQ and S&P 500 saw gains, small-cap stocks in the U.S., Canada and Asia returned mixed performances, reflecting a cautiously optimistic outlook for the future
April 2024
Quarterly Review Q1 2024
Q1 2024 showcased global market resilience and adaptability amid significant challenges. Strategic monetary policies in the U.S. and Canada, alongside economic reforms in Asia, have set the stage for sustained growth, with a cautiously optimistic outlook supported by strong asset performances.
January 2024
Quarterly Review Q4 2023
2023 was a year of unexpected twists in global markets. The U.S. and Canada, initially bracing for economic downturns, witnessed robust equity performances. Asia presented a varied picture, with Japan and India thriving, but China facing continued challenges.
October 2023
Quarterly Review Q3 2023
In Q3 2023, global economic uncertainty prevailed. The U.S. experienced modest growth with inflation and interest rate concerns. Canada faced similar challenges. Asia had a turbulent ride, with India outperforming. Q4 remains uncertain, highlighting the need to take a disciplined investing approach to identifying high-quality stocks with strong fundamentals.
July 2023
Quarterly Review Q2 2023
In the face of ongoing macroeconomic uncertainty and a potential downturn from even tighter monetary policies, investing in high-quality small-cap stocks has shown consistent outperformance. Despite market volatility, this portfolio strategy should prove to be rewarding over the long term.
April 2023
Quarterly Review Q1 2023
Although financial markets were largely influenced by inflation data and central bank rate decisions, the current environment presents opportunities for long-term small-cap stock investors to capitalize on the attractive valuations of high-quality companies poised for growth.
January 2023
Quarterly Review Q4 2022
As bad as the year was for equities, investors saw solid, positive returns delivered by large and small-cap stocks in the fourth quarter, providing them with much needed relief and the hope that the worst was behind them and 2023 could bring more positive headlines for final markets.
November 2022
Quarterly Review Q3 2022
Although small caps saw much milder declines in the third quarter, this period ended under very challenging market conditions after central banks made it clear that their priority is fighting inflation and raising rates.
October 2022
Quarterly Review Q2 2022