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Commentaries

21 01, 2019

The Alternative Quarterly Commentary – Q4 2018

2023-01-09T20:25:46+00:00By |Categories: Alternative Commentaries, Commentaries|

MacNicol’s The Alternative Quarterly Commentary- January 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]

15 01, 2019

Q4 Commentary- 2018

2023-08-30T11:47:56+00:00By |Categories: Commentaries|

MacNicol’s Quarterly Commentary- January 2019 Waking up to a new economic normal in which economic growth may not meet prior expectations is challenging for investors to accept. It conflicts with prior views of a vibrant economy, and questions were further rate hikes are really necessary. Corporate earnings, which look “peakish” to us, will have to [...]

5 12, 2018

The Monthly – December 2018

2023-08-30T11:47:28+00:00By |Categories: Commentaries, Monthly Commentaries|

MacNicol's Monthly Commentary-December 2018 Back on August 4th, 2018 Apple became the world's first Trillion-dollar company and no that isn’t a typo. Putting Apple’s peak in perspective was easy: line up seven companies the size of Toronto-Dominion Bank and toss in a small sized insurance company for good measure and you pretty much had your [...]

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