GLC’s Mid-Year 2019 Capital Market Outlook
The Bull Market in Everything: Investment positioning for times that can’t last forever
Warm weather, barbeques and easy money – what’s not to like?
Trade tensions took a breather for most of the month, allowing interest-rate decreases to grab headlines. U.S. equity markets reached all-time highs on the back of consumer spending, rising performance for gold-related industries and increased oil prices. Canadian Energy and Health Care sectors suffered company-specific setbacks and fixed-income markets heated up after a cool start.
An inverted yield curve, a pig that can fly, and the tail end of a bull market.
Three big market themes happening right now, what to make of them and what to do next.
Distinct investment management teams
We manage a range of traditional, specialty and alternative portfolio strategies through our five investment management divisions: GWL Investment Management, London Capital Management, Laketon Investment Management, Portico Investment Management and Portfolio Solutions Group.