investment management Canada investment management USA

Commentaries

10 08, 2020

The Monthly – August 2020

2023-08-30T11:54:03+00:00

MacNicol’s Monthly Commentary - August 2020 The concept of time is a funny thing. Sometimes one hour feels like an eternity and sometimes one year feels like the blink of an eye. Oddly enough, when I reflect upon the year so far, it is as if the year has passed in a blink of an [...]

The Monthly – August 20202023-08-30T11:54:03+00:00
13 07, 2020

The Q2 Commentary 2020

2023-08-30T11:53:44+00:00

MacNicol’s Quarterly Commentary- July 2020 Even if you do not follow the stock market regularly, you probably do know that it plunged big-time in late March on fears that the coronavirus pandemic would halt an economic expansion that was 11 years in the making. Mandatory coronavirus shutdowns and travel restrictions eradicated not only a sizable [...]

The Q2 Commentary 20202023-08-30T11:53:44+00:00
13 07, 2020

The Alternative Quarterly Commentary – Q2 2020

2023-01-06T20:59:08+00:00

MacNicol’s The Alternative Quarterly Commentary- July 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]

The Alternative Quarterly Commentary – Q2 20202023-01-06T20:59:08+00:00
10 06, 2020

The Monthly – June 2020

2023-08-30T11:53:25+00:00

MacNicol’s Monthly Commentary - June 2020 Don’t look now but the S&P500 is back over 3,000 points. Yes, I let out an incredulous gasp myself. The absolute level of the S&P500 was thing but I was much more surprised by the speed the index “tore” away from a well defined trading channel during most of [...]

The Monthly – June 20202023-08-30T11:53:25+00:00
25 05, 2020

The Monthly – May 2020

2023-08-30T00:01:46+00:00

MacNicol’s Monthly Commentary - May 2020 Though a large contingent of lawmakers, central bankers and health care experts continue to deal with the enormous economic and human impact of COVID 19, attention is beginning to shift towards what life may look like once the crisis has passed. The MacNicol Investment Team is cautiously optimistic about [...]

The Monthly – May 20202023-08-30T00:01:46+00:00
24 04, 2020

The Q1 Commentary 2020

2023-08-30T00:01:31+00:00

MacNicol’s Quarterly Commentary- April 2020 I love British Columbia. But I have always felt that the province’s population of Bears were a lot speedier than they appeared. Bears are of course also extremely strong and temperamental in certain situations. But I never knew just how fast Bears were until I looked into it for this [...]

The Q1 Commentary 20202023-08-30T00:01:31+00:00
24 04, 2020

The Alternative Quarterly Commentary – Q1 2020

2023-01-06T20:59:35+00:00

MacNicol’s The Alternative Quarterly Commentary- April 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]

The Alternative Quarterly Commentary – Q1 20202023-01-06T20:59:35+00:00
24 03, 2020

Alternative Commentary – Absolute Return

2023-01-06T21:00:09+00:00

MacNicol’s The Alternative Commentary- March 24, 2020 The Absolute Return Fund through its partnerships invests in Latin America (LATAM) and our distressed debt program was impacted and impacted significantly. As today is March 24th, 2020, I am not in a position to discuss specific performance metrics of the fund just yet but will detail them [...]

Alternative Commentary – Absolute Return2023-01-06T21:00:09+00:00
24 03, 2020

Alternative Commentary – Real Estate

2023-01-06T21:00:36+00:00

MacNicol’s The Alternative Commentary- March 23, 2020 the Alt Program's holdings represent a diversified array of properties, private businesses and hedge funds, we will communicate our update to you in a series of three sequential category-specific updates beginning with real estate, turning to private equity and concluding with hedge funds.   Click the link below [...]

Alternative Commentary – Real Estate2023-01-06T21:00:36+00:00
9 03, 2020

The Monthly – March 2020

2023-08-30T11:53:01+00:00

MacNicol’s Monthly Commentary - March 2020 Late February’s stock market action has the dubious distinction of having set a number of dastardly investment records. We will avoid rehashing the painful plethora of horror stories here as many investors continue to lick wounds. At the same time some market stats made even our eyes water and [...]

The Monthly – March 20202023-08-30T11:53:01+00:00
Go to Top