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Markets & Economy » The 2020 US Elections: Sorting Through the Possibilities
September 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
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All AudiencesLibrary » September 2020 Perspective
September 01, 2020 | Market Commentary
Market Recovery Complete The US stock market has fully recaptured its COVID-19 pandemic losses, breaching the highs of February and more. August’s market rise added further gains on top of what had already become a historic rally. The recovery has been led by the usual suspects: growth and …
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All AudiencesMarkets & Economy » Three Issues We’re Thinking About Right Now
August 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
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All AudiencesMarkets & Economy » Checking In on the Hotel Industry
August 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
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All AudiencesMarkets & Economy » Aggregates: Beating the Construction Cycle
July 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
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All AudiencesMarkets & Economy » Answering Your Questions for the Rest of 2020
July 16, 2020 | Market Commentary
The first half of 2020 has been a dizzying ride. Investors were faced with both a massive market selloff and an unrelenting market rally in the same six months, all against the most uncertain market backdrop in a century. During last week’s outlook webinar, we attempted to make sense of all …
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Financial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
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IndividualsMarkets & Economy » Natural Gas: Weathering the Storm
July 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
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All AudiencesMarkets & Economy » Retail Dominoes Start to Fall
June 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesLibrary » June 2020 Perspective
June 01, 2020 | Market Commentary
Is Recovery in Sight? The market rally from last month continued as stocks reacted positively to improving predictions for the Coronavirus’ future path. Hopeful news on a vaccine has driven investor sentiment upwards and reopening measures could allow certain areas to see a significant economic …
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