“…there’s a “common factor” that has driven price increases higher. It’s the pandemic, and it’s everything about the pandemic: The closing of the economy, the reopening of the economy, the fiscal support, the monetary support. All the things that happened went into high inflation. And I think we’ve come to expect that…

At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present extrapolated. The last three years alone would have proved us wrong repeatedly. In January 2020, there was great optimism f…

Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. Risk assets rose sharply in the first quarter of 2019, in spite of slowing economic growth. A more accommodative monetary stance by cent…

Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. The spike in market volatility and dramatic reversals in the last few months of 2018 was an experience that investors had not had for a…

Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. The second quarter was fairly volatile for the global financial markets. Concerns over tighter financial conditions, renewed dollar stren…