Reports
TriDelta Insight Q3 Commentary
Be Nimble & Stay Humble
Market Overview The third quarter brought much of the volatility we had been missing since earlier this Spring as the S&P 500 had its worst stretch since the U.S. banking crisis in March and the steam behind the AI (Artificial Intelligence) rally began to wane. In our second quarter commentary we spoke of the narrow…
Read More
TriDelta Insight Q2 Commentary
The Magnificent 7
Market Overview Gloom-and-doom pessimists who predicted 2023 would be a year of economic misery have so far been wrong as the long-anticipated recession has failed to materialize while markets continued to rebound from their 2022 lows. Stubborn inflation, a debt ceiling brawl, banking crisis, and the likelihood of even higher interest rates have done little…
Read More
TriDelta Insight Q1 Commentary
Still Looking for Broader Traction
Market Overview The first three months of 2023 saw much of the financial drama we have grown accustomed to coming off a volatile few years. Stock markets continued their momentum from the end of 2022 into January but pulled back in February on renewed fears of a recession and concerns markets may have got ahead…
Read More
TriDelta Insight Q4 Commentary
Putting 2022 In Its Place
Market Overview 2022 was a rollercoaster year that saw war between Russia and Ukraine, fears of an energy crisis, surging inflation, and central banks raising interest rates at a pace not seen in decades. While it’s impossible to summarize a year in just a few sentences there are several points from 2022 worthy of note:…
Read MoreTriDelta Insight Q3 Commentary
Market Overview Coming off a difficult June, markets were optimistic heading into the early stages of the third quarter. By mid-August markets in Canada and the U.S. were strongly positive on several good news stories. Recession fears eased on the back of improving economic data and inflation showing early signs of having peaked, and company…
Read MoreTriDelta Insight Q2 Commentary
Overview While it’s undoubtedly been a difficult first six months of the year, there are still positives. A strong job market, companies buying back their own stock, signs that pessimism had gone too far, and strong bank balance sheets have helped provide some support. The consumer has also largely continued to spend, helped by rising…
Read More