Summer 2018: Fund and portfolio update

July 27, 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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Summer 2018: Tactical asset allocation
Summer 2018: Tactical asset allocation

While we favour equities over fixed income overall, we see opportunities in the U.S., Germany, France and J...

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Summer 2018: Macroeconomic review
Summer 2018: Macroeconomic review

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