The Latest News


Reflation Theme Remains on Track, Despite Taking Pause

First Quarter Commentary – 2017: Global equities racked up solid gains in the first quarter of 2017. Although investors remain concerned over the timeline and details of U.S. pro-growth policies, stocks significantly outperformed bonds. U.S. bond yields were range-bound, caught between rate hikes and rising uncertainty over the magnitude and timing of fiscal stimulus.


Review and Outlook – First Quarter 2017

As global markets digested the regime change in the United States, we continued to navigate the late stages of the economic cycle. Economically sensitive sectors prevailed during the quarter, including Financials, Industrials, Materials and Information Technology. The reflation trade temporarily paused, but remains a key theme going forward, fueled by President Trump’s pro-growth policies. While …


Review & Outlook – Fourth Quarter 2016

Recovery to Expansion Markets enjoyed a late-cycle rally as economically sensitive and financial stocks embraced Donald Trump’s unexpected victory and a back-up in U.S. policy rates. The questions ahead for 2017 include the fate of global currencies, divergence of central bank policies and the pros and cons of Trump’s themes of increased capital spending, protectionism …


Review & Outlook – Third Quarter 2016

Great Expectations Developed markets have responded positively in the wake of the U.S. election, with the Trump administration ushering in expectations of greater government spending, potential tariffs, and corporate tax reform. What does the future hold as the U.S. embraces increasing energy independence and a more protectionist stance? Genus CEO and Chief Investment Officer Wayne Wachell and Director …


Review & Outlook – Second Quarter 2016

Keep Calm and Carry On After a rocky start to the year, with most stock markets falling into correction territory before recouping their losses mid-February, investors entered the second quarter in a positive mood as worries about the myriad of uncertainties that had caused earlier jitters dissipated. What actually happened that sent the markets back …


Estate Planning Considerations

Genus Expert Panel presentation by John Pin, Senior Manager, Estate Planning, Solus Trust Key takeaways from this seminar video (slide and audio) include: ● An Estate plan – the elements. ● Asset registration and probate. ● Effective use of trusts. ● Tax consequences.● Choosing the right executor. Thanks for watching.


Sea Level Rise: Societal & Financial Impacts

Presentation by John Englander, author of High Tide on Main Street Genus Capital recently hosted John Englander, oceanographer and global ocean explorer, who delivered an eye-opening talk to Genus clients on sea level rise and its societal and financial impacts. Thanks for watching.


Genus Sister Company Responsive.AI Launches

Genus is proud to announce the public launch of our sister company Responsive. Responsive offers AI-driven active management to a new generation of investors directly over web and mobile. With as little as $10K, investors can sign-up online for an actively managed portfolio of ETFs. As a large minority shareholder, Genus is excited to help …