The first quarter of 2017 saw a shift to more normal market conditions as U.S. interest rates continued to rise. Canadian equities delivered their fifth-straight quarterly gain. Our pools continued to perform well, led by strong results from international and emerging-market holdings. Our Canadian holdings benefitted from a significant underweight to the underperforming energy sector. Each of our fixed-income pools delivered positive absolute returns. Overall, key economic data support our positive outlook as 2017 unfolds.Read the full report.
Canada’s Big Short? Not Likely.
By Craig Maddock, CFA, MBA, CFP Vice President Investment Management Last week I attended the Annual Forec...
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Most Recent Articles
Summer 2019: The latest with the MD Platinum Global Private Equity Pool
Here’s the latest MD Platinum Global Private Equity Pool update. Learn about the latest investments and trends.
Summer 2019: Meaningful diversification with liquid alternative investments
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Markets advanced through the second quarter of 2019, following the strong rebound in the first quarter. Stock markets are at, or near, record highs.
Spring 2019: Improving and modernizing our portfolio strategy
Craig Maddock and Mark Fairbairn, VP and AVP or Investment Management and Strategy at MD discuss the latest updates to our portfolio strategy.
Spring 2019: MD Platinum Global Private Equity Update
Please join Craig Maddock, Vice President, and Edward Golding, Assistant Vice President with the Investment Management and Strategy team, as they discuss performance, investments, trends and new MD Pl
Spring 2019: Fixed income is still important
Assistant Vice Presidents with the IMS team here at MD, chat about the evolution of MDs fixed income solutions and the opportunities that investors should be excited about.
Spring 2019 market outlook: Stock market rebound puts the focus back on the global economy
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Federal budget 2019
The 2019 federal budget (Budget 2019) was tabled on Tuesday, March 19, by federal Finance Minister Bill Morneau.
Winter 2018/2019: Fund and portfolio review
Despite a highly volatile fourth quarter, 2018 was a strong year for MD funds and portfolios. Given the sharp decline in equity markets, the diversification of MD portfolios helped to preserve capital
Winter 2018/2019: Macroeconomic review
While risks have risen globally, we still expect equities to outperform bonds in 2019. Positive earnings growth and continued strength in the global economy should remain supportive for equity markets
Winter 2018/2019: Designing portfolios with downside protection
Edward Golding and Mark Fairbairn, Assistant Vice Presidents with the Investment Management and Strategy team discuss downside protection, how it is achieved and MD’s approach to creating investor val
Winter 2018/2019: Why Is Everyone Always Talking About The Yield Curve?
Please join Marija Majdoub, Vice President with the Investment Management and Strategy team here at MD as she chats with Ian Taylor, Assistant Vice President about the yield curve—what it is, why it’s
Winter 2018/2019 market outlook: Seeing opportunities in 2019
Market volatility has returned, causing global markets to finish lower in 2018. We believe this end-of-year sell-off was overdone.
Investment Podcast: The way Walter Scott & Partners Ltd. invests
Fall 2018 Market Outlook: Expect Continued Growth, but Volatility Is Back
Key take-aways:• We expect to see continued growth in the global economy.• Geopolitical risks are topped by a China–U.S. trade clash.• Interest rates are gradually resetting to historical...
Summer 2018: MDPIM Emerging Markets Equity Pool update
Recent performance has been challenging for emerging market equites and the MDPIM Emerging Markets Equity Pool. It’s important to remember volatility is not uncommon for this asset class. Over the...
Summer 2018: MD Stable Income Fund update
MD Stable Income Fund aims to provide diverse, stable income to unit holders. Holdings include mortgages that can provide elevated income, fixed income diversification and reduced volatility.
Summer 2018: Policy maker influence
Policy makers maintain their influence and we continue to watch geopolitical events unfold. International trade has captured headlines at this time, but global growth has not been derailed.
Summer 2018: Tactical asset allocation
While we favour equites over fixed income overall, we see opportunities in the U.S., Germany, France and Japan. We are currently underweight Canada, the U.K., Switzerland and Australia. As...
Summer 2018: Fund and portfolio update