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Nov 29 | 2023
Market Update: A Sad Day in Omaha
Download the 11.29.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management What are Markets Thankful For? As you sat around the Thanksgiving table with friends and family, what were you most thankful for? Well, if you’re anything like me, it was for the market […]
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Nov 17 | 2023
Bond Market Update: Now’s the Time to Consider Fixed Income
Download the 11.17.23 Dynamic Bond Market Update for advisors’ use with clients Yields Retreat but Remain Attractive Fixed income volatility continued into November, driven by expectations that this tightening cycle may finally be coming to an end. Since our last Bond Market Update on October 20, 30-year Treasury yields decreased 37 basis points from 5.07% […]
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Nov 15 | 2023
Mastering Tax-Loss Harvesting for Optimal Returns
By Lucas Felbel, CIMA® Director, Portfolio Services As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in […]
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Nov 10 | 2023
Q4 2023 Investing Insights: Top 3 Expectations through Year-End and Beyond
Download the 11.10.23 Dynamic Quarterly Investing Insite for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “The world has just changed so radically, and we’re all running to catch up. I don’t want to jump to any conclusions, but look… Dinosaurs and man, two species separated by 65 million […]
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Oct 26 | 2023
Market Update: How High Can It Go?
Download the 10.27.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Trick or Treat: Rising Bond Yields Happy Halloween! Both stock and bond markets have seen an increase in volatility recently as the iconic 10-year Treasury yield crossed the 5% level for the first time […]
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Oct 20 | 2023
Bond Market Update: Conjuring October Opportunities – Fixed Income Yields Rise Amidst Volatility Spell
Download the 10.20.23 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Fixed Income Volatility Remains High Yields continue to rise in October as a strong labor market, inflation above the Fed’s 2% target and increased Treasury supply reinforce the “higher for longer” rate narrative. High […]
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