Market Commentary

Market Overview:

  • Marco Overview

  • Portfolio Positioning

  • US Q1 Earnings Commentary: Google, Amazon, Microsoft, Apple, Mastercard, Ratheon Technologies, JNJ, MDT, Disney

Read HPP Group's full report here 


Previous Market Commentary: 


April 2022
Market Commentary

  • 2022 Macro Overview

  • Portfolio Positioning

  • New Team Member - Tintin Fuliang


To read more Click here 

Mar 2022
Market Overview:

  • Macro Overview Canadian & US Equity Markets

  • Impact of Ukraine Crisis on Markets


To read more Click here 

Feb 2022
Market Overveiw & CAD$ Earnings

  • Rogers, Manulife, Magna, CNR, Fortis, TC Energy

  • Brookfield - Asset Management, Renewables


To read more Click here 


Nov 2021
Market Overveiw & US$ Earnings Summary

  • Macro Overview + Portfolio Implications

  • JNJ, JPM, RTX, Disney, Mastercard, Google, Microsoft

  • Teledoc, Apple


To read more Click here