President Biden announced he would not seek re-election, endorsing VP Kamala Harris as his successor, which had little impact on market sentiment as seen by the muted market reaction. Despite this announcement, betting markets show Trump's odds for winning the 2024 Presidential Election remain largely unchanged.
Yorkville Asset Management Inc. announced the successful financing and renewal of $476 million across multiple credit facilities to support its Long Term Care (LTC) portfolio.
Market Update - July 2024
Insights - The Bullish History of Bitcoin Halving
Clients are showing more interest in cryptocurrencies, partly due to recent price changes and easier access to investing. Yorkville started the Yorkville Crypto, Blockchain, and Fintech Class three years ago to help clients invest in this area.
This article explores the concept of Bitcoin halving and its effects on the coin's value. CLICK HERE
Yorkville Asset Management is Pleased to Announce the Opening of Back In Motion’s Newest Health Clinic, Bayshore Physical Therapy
May Market Update
Market update written by our Portfolio Manager, Derek Brenzil. CLICK HERE TO READ THE ARTICLE
Quarterly Update - Yorkville Health Care Fund
The Yorkville Health Care Fund is in its accelerated growth phase, focusing on redeveloping Long-Term Care facilities, improving efficiencies in institutional pharmacy, and expanding multidisciplinary health services across Canada. CLICK HERE TO READ THE ARTICLE
Insights - Investing for Income: Dividend-Paying Stocks
Dividend investing involves buying stocks from companies that pay regular dividends, providing benefits such as compounding returns, a steady income stream, and reduced volatility. Over time, reinvested dividends can significantly increase investment value, and dividend-paying stocks often outperform non-dividend-paying stocks, offering both income and capital appreciation. Historically resilient, these stocks help protect against inflation and enhance portfolio diversification, making them an attractive option for long-term wealth building. CLICK HERE TO READ THE ARTICLE.
Uranium: Powering the Next Bull Market
The uranium market and uranium miners may be starting a multi-year uptrend. This is because the oversupply of uranium after the 2011 Fukushima Nuclear Accident and subsequent reactor shutdowns has finally been exhausted just as demand has begun to turn higher.
Markets Pause after Months-Long Rally
After a number of positive months in equity markets, we saw a slight pause in April as investors took a breath following a strong rally across major equity markets globally. These pullbacks are expected after strong rallies and our Investment Committee uses them as an opportunity to add to great companies at a more attractive valuation. That said, we continue to see strong corporate earnings, simmering inflation, healthy spending, and low unemployment providing a strong, albeit more moderated macroeconomic outlook.
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Insights - Signs of Life in the IPO Market
The Yorkville Pre-IPO Equity LP provides clients with access to late-stage, high-growth private entities going public in the next 2-4 years. As interest rates rise, valuations for these companies decrease, creating great investment opportunities. Recent IPOs have shown signs of life, and we continue to invest in companies that meet our QVR philosophy at attractive valuations.
In addition to providing investors with a unique opportunity to navigate the complex landscape of taxation, flow-through shares (FTS) also contribute to resource exploration and development. Flow-through shares will be explained in detail, unraveling their potential as a tax-efficient strategy.
Insights - Exploring Generative AI
NVIDIA, one of the companies that develop advanced computer chips for artificial intelligence algorithms, has been driving the equity markets lately. Generative AI is a particular branch of artificial intelligence that is generating a lot of excitement among investors and the general public. This article provides a high-level overview of Generative AI and some of its applications. CLICK HERE TO READ THE ARTICLE.
Insights - NVIDIA's Reign as the King of AI
NVIDIA leads the way in artificial intelligence, hailed as a crucial stock in the S&P 500 and earning accolades for its pioneering GPU technology. Despite its impressive rise in stock value, concerns persist about high valuations and the eventual plateau in demand for its AI-enabling chips. A detailed explanation of NVIDIA's reign as the king of artificial intelligence is provided by Ruben Kamhi, Portfolio Manager, in the article below.
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