teflon-market1
Teflon Market

Despite exacerbated levels of political uncertainty and global unrest, capital markets are remaining uncharacteristically stable. Implied volatility m...

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Categories: Kerr Market Summaries Tags: canadian economic news, European markets, Global Economic News, June Market Summary, teflon market
Encore-Europe
Encore Europe

Markets advanced cautiously amidst a global macroeconomic landscape depicting slowly accelerating growth and stable but low inflation.  At the same t...

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Categories: Kerr Market Summaries Tags: canadian economic news, European markets, Global Economic News, June Market Summary
SorS
Populism – Sinking or Swimming?

Next month marks one year since Britain’s historical Brexit vote. At this time last year, the vast majority of polls and news outlets were predictin...

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Categories: Kerr Market Summaries Tags: Alexander Van der Bellen, Angela Merkel, Emmanuel Macron, Geert Wilders, global financial markets, gross domestic product, Marine Le Pen, Mark Rutte, may market summary, Norbert Hofer, Populism
05-02-17-EEM
Europe: En Marche!

Higher-risk areas of U.S. financial markets have outperformed since early 2016, especially after the U.S. election. That rally, for the first part of ...

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Categories: Kerr Market Summaries Tags: canadian economic news, European markets, Global Economic News, may market summary
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Q1 – 2017 Quarterly Review

Just over a year ago, there was much talk of declining global growth, deflation, and an elevated risk of a U.S. recession.  Along with the damage cau...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q1-2017 Quarterly Review
Euro
Europe: Back in Vogue

U.S. equity markets appear to have taken a respite from their post-election rally; becoming range-bound over the last month.  As the Trump Trade lose...

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Categories: Kerr Market Summaries Tags: April Market Summary, canadian economic news, European markets, Global Economic News
GDP
Growth in the Time of Fiscalism| GDP Surprising Upside

Global financial markets and GDP growth have been surprising on the upside over the last year. Capital Economics’ index of world GDP, which represen...

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Categories: Kerr Market Summaries Tags: global financial markets, gross domestic product, growth in the time of fiscalism, march 2017 market summary
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Relentless

After a brief initial pause, investors continued to focus on the positives and sip from the Trump chalice.  Aided by continually solid earnings repor...

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Categories: Kerr Market Summaries Tags: canadian economic news, economic momentum, economic news, Economic Overview, market gains, market summary, real estate market, relentless
Q4a-2016
Q4 – 2016 Quarterly Review

For the first ten months of the year, financial markets were jittery due to fears of recession, deflation, and overstretched valuations.  Also top of...

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Categories: Kerr Market Summaries Tags: Economic Overview, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4-2016 Quarterly Review
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U.S. Equities Win “Bigly”!

Markets were on tenterhooks in days leading up to the U.S. election.  In the end, pollsters got it all wrong again as the populist outsider Trump sur...

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Categories: Investment Management, Kerr Market Summaries Tags: canadian economic news, economic news, election aftermath, election market reaction, market news, post Trump election
capitol-sunrise
Sunrise, Sunset

Last week we offered our initial observations and commentary after processing the historic U.S. election results. Today, we identify some opportunitie...

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Categories: Kerr Market Summaries Tags: canadian economic news, economic news, NAFTA, NATO, President-elect Trump, Reince Priebus, Trump campaign, US election results
spooky-markets
Spooky Markets

Central banks around the globe worked in unison during the financial crisis to save the world from financial calamity, and have so far remained accomm...

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Categories: Investment Management, Kerr Market Summaries Tags: bull market, economic concerns, economic recovery, financial calamity, financial crisis, spooky markets
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Q3 – 2016 Quarterly Review

Despite worries over Brexit-induced uncertainties, an overdue Fed rate hike, a German bank on the ropes and a fleetingly possible Trump victory, marke...

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Categories: Kerr Market Summaries Tags: Economic Overview, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3 2016 Quarterly Review
brood
Central Bankers Brood – September Market Update

After a summer of relative calm, stable prices and light trading, global equity markets started off September with a rapid decline but eventually reco...

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Categories: Investment Management, Kerr Market Summaries Tags: economic growth, financial markets, globalization, investments, Market Update, trading volume north american markets
BuffettBill
Buffett’s Bet

Nearly a decade ago, Warren Buffett entered into a $1 million bet against New York City hedge fund manager Protégé Partners. The business magnate be...

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Categories: Investment Management, Kerr Market Summaries Tags: broad market exposure, Buffett, Buffett's Bet, hedge fund, index fund, investment management
Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
Tel: (514) 871-8213
Fax: (514) 393-9516
Voicemail: 514-871-1774
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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892
416-364-0883
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