Genus Video Commentary

15
Aug

Review and Outlook – Second Quarter 2017

Global equities continued their march higher in Canadian dollar terms for the second quarter, but the real action took place in bonds, foreign exchange and commodities. The end of the second quarter marked the beginning…
9
May

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…
8
Feb

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…
25
Nov

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…
30
Oct

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…
15
Apr

Review & Outlook – First Quarter 2016

Stop, Drop, Roll and Rebound Genus CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discuss investor concerns about China’s slowing economy, oil prices and potential U.S. interest rate…
28
Jan

Genus Seminar Slides/Audio Presentation

Genus CEO & Chief Investment Officer, Wayne Wachell, Genus Director of Wealth Management, Leslie G. Cliff, and Ian McKinnon of Addenda Capital (Fixed Income) review the major themes of 2015 (Fed, China, Oil) and outline…
20
Jan

2015 Review / 2016 Outlook

The Long Unwinding Road The adjustments to the global economy and the challenges that financial markets faced in 2015 made for a roller-coaster of a year. The outlook for 2016 is for more of the…
27
Oct

Third Quarter 2015 Review & Outlook

The important and increasing divergence in economic prospects, monetary policy, interest rates and investing environment in various regions around the world remains the dominant global theme in 2015—and the most meaningful force at play in…
15
Jul

Second Quarter 2015 Review & Outlook

The first half of 2015 carried a full year’s worth of financial news. We entered the year with a crisis brewing in Russia and ended the first six months with one bubbling over in debt-strapped…
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