Summer 2018: Fund and portfolio update

July 25, 2018



Overall fund performance has been strong year-to-date and over the past 12 months but there have been some challenges: rising interest rates have challenged fixed income returns and growth style investing has surged past value style investing as of late.

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U.S. Fed holds rate steady amidst strong economic data
U.S. Fed holds rate steady amidst strong economic data

Today, members of the Federal Open Market Committee voted unanimously to hold the target range of the feder...

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Summer 2018: Macroeconomic review

We continue to favour equities over fixed income at this time—financial market conditions remain stable, t...