Resource insight “WORLD TRADE & METAL COMMODITIES” The US economy is leading global economic growth driven in major part by the reduction of corporate taxes which has caused a repatriation of [...]
Resource insight “MINING SECTOR FUNDAMENTALS ARE STRONG” The fundamental backdrop to the metals commodities and mining equities is very positive. Demand for metal commodities is strong, the [...]
Resource Insight “ FUNDAMENTALS CONTINUE TO IMPROVE” Commodity prices are undervalued in a long term context when compared to the equity markets. The chart below shows commodity prices have not [...]
Resource Insight Gerry Brockelsby, CFA, Chief Investment Officer. LATE CYCLE GROWTH “ POSITIVE FOR CYCLICAL SECTORS” For the first time in this economic cycle we have a synchronized easing of [...]
Liis Palmer, Cassels Investment Management Inc. Global Balanced Fund The Brexit vote has caused uncertainty in the markets. The British pound dropped substantially and markets fell on Friday. [...]
Liis Palmer, Cassels Investment Management Inc. Global Balanced Fund Last week the MSCI World Index was up 1.1 percent. The TSX was up 2.3 percent. The C$ was up 0.8 percent against the US$. WTI [...]
Resource Insight Gerry Brockelsby, CFA, Chief Investment Officer. What Is Behind The Rally In Mining Stocks? The mining sector, lead by the gold stocks, has strongly outperformed the rest of the [...]
Liis Palmer, Cassels Investment Management Inc. Global Balanced Fund Last week the MSCI World Index was up 3.5 percent. The TSX was up 3.5 percent. The C$ was up 0.6 percent against the US$. WTI [...]
Liis Palmer, Cassels Investment Management Inc. Global Balanced Fund Last week the MSCI World Index was down 2.5 percent. The TSX was down 0.5 percent bolstered by the strength of gold stocks. [...]
Resource Insight Gerry Brockelsby, CFA, Chief Investment Officer. The Gold Sector is Leading the Way The gold price has gained 12.1% year to date. Over the same time frame large cap gold stocks [...]
