Keeping up to date with Gavin Management Group.

Newsletter: Volume 13, Issue 2, April 2016

Equities Mixed While Dollar Reverses In 1Q16 – Global equities, along with several commodities and currencies, exhibited weakness to begin 2016 as concerns over Chinese and US growth resurfaced. However, despite the significant decline to begin the quarter, stocks roughly traced a V-shaped path as major central banks across the world tempered investor uncertainty. Canadian …

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Newsletter: Volume 13, Issue 1, January 2016

2015 Was Hard On Asset Classes – The year 2015 was a difficult year for investors as the Greek crisis, the slowdown in China’s economy, terrorist attacks and the first rise in key interest rates by the US Federal Reserve in 10-years significantly increased volatility. As a result, both equities and bonds broadly produced flat-to-negative …

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Newsletter: Volume 12, Issue 4, October 2015

China’s Slowdown Creates Anxiety – The third quarter of 2015 posted the worst quarterly return in four years for global equities as the MSCI World Index dropped 8.5%. Investors feared that a significant slowdown in China and subsequent drop in commodity prices signaled an impending global recession (commodities were the worst performing asset class of …

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