Q3 – 2017 Quarterly Review

A number of tensions could have disrupted global economic growth as of late, yet sentiment remained undimmed and the world economy continued on its pa...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3 2017 Qtly Report
On a Tighter Leash

Earlier this month, the Bank of Canada raised its benchmark interest rate for the second time this year amid signs of broad-based growth in the Canadi...

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Categories: Investment Management, Kerr Market Summaries Tags: asset management, bank of canada, benchmark interest rate, Equity Markets, financial markets, interest rates
Lofty Loonie – Paradise Lost or Heaven Found?

A rising loonie and robust labour market have propelled Canadian consumer confidence to a three-year high. Earlier this month the Bloomberg Nanos Cana...

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Categories: Kerr Market Summaries Tags: August Market Summary, canadian economic news, European markets, Global Economic News, lofty loonie, rising loonie
The Loonie Moves while Markets Groove

Investors are grappling with the fact that central bankers are altering course from their unprecedented low interest rate policies necessitated by the...

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Categories: Kerr Market Summaries Tags: canadian economic news, European markets, Faangs, Global Economic News, July Market Summary, Loonie moves, market grooves
Q2 – 2017 Quarterly Review

Developed world economic growth has been positively synchronized for three years now - the third longest run in history, with a pronounced upturn duri...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q2-2017 Qtly Report
Market FAANGs

Markets pulled back this month after a fairly strong “spring surge”.  Recent investor pessimism is blamed on softening economic data in the U.S. ...

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Categories: Kerr Market Summaries Tags: canadian economic news, European markets, Faangs, Global Economic News, June Market Summary, Market Faangs
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

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
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
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
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
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
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
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
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
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
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

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
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
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
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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