Yorkville's Fixed Income Portfolio Manager, Robert Featherby, gives an update after the FOMC meeting on December 17, 2014. Please click here to see his piece titled Patience.
The recent market turmoil has caused markets to fall 3% below the peak they reached two weeks ago. Current market volatility is high and investors have been rushing to protect themselves against a potential impending sell-off. Yet Yorkville’s investment managers have been anticipating this move in the markets for months,…
Click here for The Shake Down - Where Hussein Amad, President & CEO, gives his view of the market today and how Yorkville sees today's market as an opportunity.
Click here for a strategy update by Yorkville's Deputy Chief Investment Strategist, Raphael Aronowicz, giving details on the benefits of Yorkville's use of a Zero-Cost-Collar.
Message from Hussein Amad, President & CEO – Yorkville Asset Management Inc. The markets have had a rocky week, and yesterday was a reflection of what had been anticipated by us for a while - with the S&P 500 selling off 2.23% (1.63 in CAD terms) and the TSX selling…
Our fixed income portfolios continue to be underweight credit and overweight duration with a US and Canadian dollar bias relative to the global benchmark. Our equity portfolios are positioned in a similar defensive fashion with material underweighted toward cyclical sectors such as industrials, energy, and materials, and material overweights in…
The US Unemployment Rate peaked in 2009 at 10.1% and has since dropped to 8.5%. This is highlighted by many analysts as a sign of recovery. And it has been a sign of recovery in every business cycle in post-WW2 history…but not this time. The Participation Rate is the %…
Concerns over the possibility of Greece defaulting will continue to cast its shadow near term and volatility will rise and fall based on perceived outcomes. We tactically added to some current equity positions as markets sold off, however, we are only adding to conservative names which pay us dividends as…
We favour U.S. equities but still have a very negative view on the U.S. economy and we feel that this economic crisis will take longer to resolve than what policymakers are hoping for. We are looking to names that are fundamentally sound and have a better opportunity for outperforming during…
Yorkville Asset Management Inc. is registered with the Ontario Securities Commission as a registered portfolio manager, investment fund manager and exempt market dealer. Historical returns are not an indication of future returns. Investment returns are subject to numerous risks such as interest rate, foreign exchange, management skill, market conditions and liquidity risks.
This commentary does not constitute and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation by Yorkville Asset Management Inc. or its affiliates, or any other third party, of any security, including any mutual funds managed by Yorkville Asset Management Inc. or any other third party.
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Yorkville Asset Management Inc. is registered with the Ontario Securities Commission as a registered portfolio manager, investment fund manager and exempt market dealer. Historical returns are not an indication of future returns. Investment returns are subject to numerous risks such as interest rate, foreign exchange, management skill, market conditions and liquidity risks.
This commentary does not constitute and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation by Yorkville Asset Management Inc. or its affiliates, or any other third party, of any security, including any mutual funds managed by Yorkville Asset Management Inc. or any other third party.