The global economy has shown itself to be resilient with the OECD marginally raising its global growth outlook for the year to 3.2% in early October. ...

The global macroeconomic environment continued to be fairly constructive in the second quarter of 2024.  US economic growth came in above expectation...

The economy continued to grow through the first quarter with the US economy particularly resilient in spite of the higher interest rate backdrop.  Ov...

In spite of widespread concern about declining growth and expectations of recession at the outset of 2023, the economy proved to be quite resilient. ...

In the first half of 2023, the global economy shrugged off rising interest rates to produce economic growth that defied expectations. However economic...

The global economy has proven to be much more resilient than most investors had expected at the outset of 2023, on account of pent-up consumer demand,...

Markets picked up where 2022 left off, as the broad rally that started at the end of October continued into January.  Investors (once again) anticipa...

The final quarter of 2022 offered a much-needed respite from what can only be characterized as a tumultuous year for investors, defined by generationa...

The global economy continued to grapple with multiple headwinds, an increasing likelihood of recession and escalating market volatility on account of ...

Asset prices experienced another difficult quarter as economic headwinds began to mount, and financial conditions tightened in response to inflation c...

It has been very difficult to witness the horrific human suffering caused by Russia’s invasion of Ukraine and we would like to start by expressing o...

After experiencing one of the sharpest and deepest economic recessions in modern history in 2020, the global economy entered a period of recovery in 2...

Increased market volatility in the final weeks of September defined a relatively sanguine quarter for capital markets.  The contours of the pandemic ...

Over a year has passed since the pandemic-induced volatility that led financial markets to their low point. And just as the season has turned to summe...

Approximately this time last year, global equities sent shockwaves through financial markets after having recently bottomed out. Fast-forward to today...

Where do we begin? 2020 will go down in history as a year we will never forget, yet in several ways wish we could. A once-in-a-century pandemic abrupt...

Financial markets continued their upward ascent during the third quarter of 2020, further reinforcing the sharpest but shortest downturn in history. W...

To say it’s been an unusual summer would be an understatement. The effects of COVID-19 continue to provide challenges on the health, economic and so...

The risk asset rally continued into July, with many segments of the market closing the month at pre-COVID-19 valuations or even all-time highs. Unprec...

Where do we even begin? A global pandemic shocked financial markets in the first three months of 2020. Fast-forward to the end of June, and risk asset...

The past month proved to provide some positive progress as governments around the globe introduced measures to re-open economies While this developmen...

Investment portfolios continued to rebound through the month of May. Markets were increasingly encouraged by reopening prospects, progress on COVID-19...

In 2020 fashion, April was unique. The world continues under the new normal of social distancing and constant coronavirus headlines. Financial markets...

Unprecedented seems to be the key word to describe current times. Financial markets along with the entire world were thrown off kilter with the arriva...

It is remarkable how quickly things can change. As recently as mid-February, investors were enjoying one of the longest bull markets and economic expa...

In the last three weeks the world has come to recognize the risk posed by the COVID-19 becoming a threat globally and the situation is evolving rapidl...

The final days of February provided investors with an unpleasant wake-up call. Rising concerns on the outbreak of the COVID-19 virus dominated headlin...

The dawn of a new decade was off to a volatile start in financial markets, with no shortage of media headlines played loudly to command investor atten...

Financial markets surged ahead this past year, with the majority of assets reaching double-digit return territory. The Federal Reserve’s early 2019 ...

Global stock markets displayed their best year in the decade, and investors were rewarded for tolerating geopolitical and economic tensions in 2019. T...

Investors focused on a series of positives in November, including stronger-than-expected corporate earnings, decent economic data points, cautious opt...

Whether it’s the official transition into the colder months or the spooky holiday, October has been known in the financial world to raise anxiety le...

Since the Great Recession, investors have been on the lookout for indicators that could spell the end of the bull market. The third quarter of 2019 wa...

There was once again no shortage of market-moving headlines in September, something we suspect that most market participants have become accustomed to...

Since the Great Recession, investors have been on the lookout for indicators that could spell the end of the bull market. The month of August was rife...

July was another month for the optimist. The month ended with the FOMC meeting where the Federal Reserve announced an interest rate cut of 25bp, to a ...

The first half of 2019 has been a peculiar period for investors. Following a sharp correction at the tail end of 2018, financial markets rebounded str...

The driving force behind financial market performance in June remained trade headlines as well as speculation over the outcome of trade talks between ...

Following one of the greatest financial market rebounds to start the year in a long while, an escalation in Sino-U.S. trade tensions rattled risk asse...

At the risk of sounding like a broken record for the fourth month in a row, most equity markets throughout the world continued their upward march in A...

What a difference a few months can make. After a very volatile 2018, markets have closed their best quarter in over a decade, a rising tide of investo...

Financial markets continued their ascent last month, a rising tide of investor optimism lifting all risk asset boats. Investors appeared to shrug off ...

Following a very strong start to the year, we would have expected equity markets to take a bit of a breather in February but instead, the climb contin...

Financial markets began the year on strong footing, rebounding greatly from December’s weakness. In retrospect, the fourth-quarter selloff may have ...

While 2017 was one of the least financially volatile years in history, 2018 proved to be a reality check – especially in its final three months. The...

The hope was that markets would end the year on a positive note, but it was proven once again that hope is not an investment thesis.  December was an...

During the early days of November, it certainly seemed like we were on track to reverse a significant portion of October’s equity market losses. Thi...

Around Labour Day, investors were relatively sanguine and volatility was relatively low. Fast-forward two months, and investors have been in sell-off ...

For investors, the summer months of 2018 saw a continuation of situations encountered year-to-date: encouraging global economic trends, upward revisio...

Is this party over?  Behaviour across global equity and bond markets throughout September certainly suggests that market participants are beginning t...

A Montreal native hailing from a long line of entrepreneurs, Neil Cuggy currently serves as President and Chief Operating Officer of Goodfood Market C...

For investors, the month of August saw a continuation of situations encountered year-to-date: strong economic growth, upward revisions to corporate ea...

It was another eventful month from the perspective of economic data, trade rhetoric by President Trump and Q2 earnings releases, but the more subdued ...

It was an eventful three months across financial markets, with a plethora of economic data, global trade developments and monetary policy matters to k...

It was an eventful June across financial markets with a plethora of economic data, trade and oil market developments, as well as monetary policy matte...

While the various risks facing the global economy have not disappeared, including uncertainties regarding trade policies, the behaviour of North Ameri...

The market volatility that resurfaced in the first quarter of 2018 continued in April, with investor attention focused on a broad range of risks. Yet ...

The first quarter of 2018 was particularly eventful across the global economy. Financial markets rang in the New Year with a euphoric start, investor ...

As noted in last month’s market summary, since the Great Recession investors have been on the lookout for indicators that could spell the end of the...

Since the Great Recession, investors have been on the lookout for indicators that could spell the end of the bull market. Rising bond yields and an as...

Global economies and financial markets were off to the races as they rang in the New Year. Continued investor confidence was underpinned by narrowing ...

It was another strong quarter across economic markets, with global growth continuing on its path of positive synchronization. Europe displayed particu...

The month of December was another month of primarily positive news for both global economic and financial markets globally, with little to detract fro...

It was an eventful November across financial markets, with a plethora of economic data, oil market news, political events and fiscal developments to k...

With third-quarter earnings season underway, financial markets continued their upward trend against a backdrop of low volatility last month, with inve...

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...

After a modest uptick in market turbulence last month triggered by concerns over geopolitical jostling, markets reverted back to the low volatility pa...

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...

Canadian markets, alongside their global counterparts, retreated in the first half of the month, as tensions on the Korean Peninsula mounted to the po...

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

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

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

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

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

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

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...

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 ...

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...

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...

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

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

At Kerr Financial we employ an institutional multi-manager approach within our investment management methodology, adhering to a disciplined selection ...

January 2017 began on the same upbeat note that the fourth quarter of 2016 finished on.  While the Trump rally saw a pause on profit-taking at the en...

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

After November’s surprising post-election market rally, one couldn’t be blamed for feeling grateful going into the Yuletide season and basking in ...

The world’s most notable currency has been flexing its muscles as of late. Since election night the US dollar has surged – the prospect of greater...

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...

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

Like many of you, we have spent last night and this morning processing the news of the historic US election decision.  The social and political impli...

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...

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

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

Following the surprising rebound from Brexit drama and ensuing volatility, investors were initially in “risk off” mode, but later lackluster tradi...

Amid such a politically heated year, investors are likely assessing whether their investment decisions could shift depending on who is sworn into offi...

Despite most of the post-Brexit losses being quickly recouped shortly after the vote, markets were understandably tentative with the second-quarter ea...

Sluggish global economic growth along with new and heightened levels of uncertainty are making for both pains and gains in the equity markets. While d...

While nervously watching for indications of the Fed’s next move, markets have essentially been moving sideways for the last few months.  The U.S. F...

If assessed solely based on noise levels, it seems as though “helicopter money” could be landing on our front lawns sometime soon. Also referred t...

After April’s wobbly market which eventually left the S&P 500 marginally positive for the year, equity markets were mostly sideways this month a...

We were honoured to learn that Kerr Financial was recently recognized as one of eight best advisors in the Montreal and Ottawa region by AdvisoryHQ Ne...

March’s market performance continued with the positive momentum that finally took hold in the latter part of February.  A number of risk factors th...

April’s market performance tentatively continued the upward trajectory that launched in late February.  This month’s trading saw equity markets e...

Joseph Daniel Mansueto (born September 3, 1956) is an award-winning American entrepreneur, self-made billionaire, philanthropist, and the founder, maj...

February’s market performance continued to reflect the negative sentiment that has been on display since the beginning of the year.  Skittish inves...

As the recent turmoil in emerging markets continues to ignite investor fear, some experts contend that we are entering a “third leg” of the global...

January’s market performance was certainly not the start to 2016 that we were expecting.  Despite the dour market sentiment, nothing has really cha...

Financial markets had another choppy month to finish off a bumpy year that offered little to show for the trouble.  Headlines such as a “weather re...

Economic growth, and the opportunity for human advancement that it proliferates, is the heartbeat of modern civilization. It underpins almost every as...

Financial markets seem bound in a trading range, perhaps waiting to see how a number of near-term risks unfold.  The increasingly strong U.S. dollar ...