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Market Commentary & Insights

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Summer end

What ever happened to the lazy, hazy days of summer?! Labour day has come and gone, the kids are back in school and the days of wearing shorts all the time are numbered. August was anything but relaxed as far as global events were concerned. Brexit continues, the US and China are no closer to agreeing on trade issues, Hong Kong unrest is in its third month and various hotspots keep the headlines churning. The markets, in turn, have been volatile. In spite of that, most assets are up quite handsomely, year to date.

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Portfolio Surveillance

How often do you review the values of your investment portfolios? Every year? Every quarter? Daily? A study was done involving the S&P 500 Index which is a broadly accepted index out of the USA that depicts the overall health of the economy.

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I’m writing today about historical rates of return and how we perceive them. Let’s take a fictitious person Jean – who in late October tells her friend Wendy that she reviewed her Q3 statement and the 5-year return was 9.12%. Wendy is impressed, she doesn’t get a quarterly statement, only semi-annual, and tells Jean she...

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