Reports

Executive Summary Brexit, Trump and Terrorism.  Take all that together, and surprise, surprise, the markets went up.  In the second quarter of 2016, the Toronto stock index closed up 4.6%.  The DEX Universe Bond index closed up 2.6%.  The S&P500 US index in Canadian dollars closed up 1.9%.  All looks pretty good. Even leaving North…

Executive Summary Where everything Canadian was bad in 2015, in terms of local currency, Canada was the place to be in Q1.  In an economy that still remains very commodity driven, Canada had the double benefit of better numbers in Oil, metals and mining, and with it the support of a stronger Canadian dollar. Canadian…

Some people believe that the grass is always greener on the other side of the fence. Well in 2015 it was true, if you were a Canadian and your fence looked over at the U.S. border. From an equity and currency perspective, the U.S. meaningfully outperformed Canada. Although 2015 was a difficult year, with Canadian…

Executive Summary – Stock Market Corrections have a Silver Lining Well, that wasn’t a fun quarter for anyone. We do believe that much of the damage is now behind us, and in most cases, clients remain in positive territory for the past year during a time when the Toronto stock market has dropped 11%. In…

Performance Summary – TriDelta clients minimizing the damage Overall, the second quarter of 2015 was one of the weaker quarters in a long time.   Of interest, there wasn’t really anywhere to turn to find good numbers on the quarter.   Among indices, the results were the following: Index % Change S&P/TSX -2.3% S&P500/US –…

Executive Summary – Good times in the stock markets may last a while Another quarter rolls by, and overall, it was another quarter of very solid returns for our clients. Can the good times for investment markets continue?   The pessimists of this world say “this has got to end soon”. The optimists say “maybe…