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Sharon Kubicek
Alisa Carli
Christine Duggan

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3


January 2019
Equity Strategy

January 2020: Increasing Exposure to Value and Cyclicality

The year 2019 was strongly positive for equities across the board. While we thought the TSX might finally outperform the S&P 500, this was not to be. Still, investors should not be overly disappointed with the TSX’s 23% total return (vs. 25% in Canadian Dollar terms for the S&P 500). Despite these strong numbers, we remain steadfast in our belief that equities offer superior relative value to bonds and therefore retain our overweight stance on stocks in our Strategic Asset Allocation recommendation....For further reading, please click here
Do not hesitate to give either of us a call at 416 359-7565 or 416-359-7564 or email Sharon Kubicek or Alisa Carli if you have any questions respecting your portfolio and the prevailing investment, economic and political issues at play today.

Best regards,

Sharon and Alisa