Reports

Overview At the end of December 2018, markets had just completed one of the worst quarters in several years.  The general view was very weak. Today, many investors are much more positive after very strong returns in 2019. Where that leaves us today is much more in the middle in terms of our outlook for…

The second quarter of 2019 has felt a little like Canada’s Wonderland. You climb the roller coaster, then you experience big ‘wind in your hair’ descent, then another climb. At TriDelta, we definitely work to smooth out your portfolio returns much more than the typical stock market, but I am sure that most of you…

Overview After double digit declines in Q4 2018, Q1 2019 saw a significant bounce back. We saw double digit increases in the TSX at 12.4% and in Canadian dollar terms, the S&P500 at 10.8%, with a 7.1% gain in the Euro Stoxx 50 and 2.8% in Japan. Leading the way in gains in Canada was…

Overview Q4 and in particular December, was a period to forget from an investment perspective. An example of the damage includes the following quarterly returns in their home currency: S&P 500 (US) -14.6% TSX (Canada) -11.1% Euro Stoxx 50 -11.7% China Stocks -12.1% Japan Stocks -16.4% Oil Prices -40.0% CDN Preferred Shares -11.6% Fortunately, TriDelta…

Overview We wanted to kick off the fourth quarter with some TriDelta news, by announcing the opening of TriDelta’s Edmonton office. The office is led by Arlene Pelley, an industry veteran who is joining the firm and planting the TriDelta flag in Western Canada. Click here to learn more about Arlene’s background. Turning from TriDelta…