Investment Updates

TriDelta Q2 Report – The Fed to the Rescue

July 16, 2019 / by Tridelta Investment Counsel

The second quarter of 2019 has felt a little like Canada’s Wonderland. You climb the roller coaster, then you experience big ‘wind in your hair’ descent, then another climb. At TriDelta, we definitely work to smooth out your portfolio returns much more than the typical stock market, but I am sure that most of you […]

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Q1 TriDelta Investment Review – Everything is good again….isn’t it?

April 12, 2019 / by Tridelta Investment Counsel

Overview After double digit declines in Q4 2018, Q1 2019 saw a significant bounce back. We saw double digit increases in the TSX at 12.4% and in Canadian dollar terms, the S&P500 at 10.8%, with a 7.1% gain in the Euro Stoxx 50 and 2.8% in Japan. Leading the way in gains in Canada was […]

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Q4 TriDelta Investment Review – Out with the old and in with the new

January 14, 2019 / by Tridelta Investment Counsel

Overview Q4 and in particular December, was a period to forget from an investment perspective. An example of the damage includes the following quarterly returns in their home currency: S&P 500 (US) -14.6% TSX (Canada) -11.1% Euro Stoxx 50 -11.7% China Stocks -12.1% Japan Stocks -16.4% Oil Prices -40.0% CDN Preferred Shares -11.6% Fortunately, TriDelta […]

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Q3 TriDelta Investment Review – TriDelta is Expanding, but What About the Market?

October 16, 2018 / by Tridelta Investment Counsel

Overview We wanted to kick off the fourth quarter with some TriDelta news, by announcing the opening of TriDelta’s Edmonton office. The office is led by Arlene Pelley, an industry veteran who is joining the firm and planting the TriDelta flag in Western Canada. Click here to learn more about Arlene’s background. Turning from TriDelta […]

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Q2 TriDelta Investment Review – Global Trade: Long Term Problems or Short Term Worries

July 27, 2018 / by Tridelta Investment Counsel

OVERVIEW As we languish in summer heat, we feel anguish in summer Tweets. If there has ever been a larger global megaphone than President Trump’s Twitter account, we don’t know what it is. While we try our best to ignore most of it in order to prevent overreactions when it comes to investing, the prospect […]

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Q1 TriDelta Investment Review – What a great start to the year!

April 13, 2018 / by Tridelta Investment Counsel

The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]

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Q4 TriDelta Investment Review – From Great to OK – Moving from 2017 to 2018

January 11, 2018 / by Tridelta Investment Counsel

2017 – the year without a stock market correction The Ebola Virus, Greek Crisis, Debt Ceiling, Refugee Crisis, Global Warming, Brexit, Trump, North Korea…there is always something scary for the media to report and make us nervous. Usually, these headlines frighten investment markets. For some reason, 2017 didn’t see this. In many major markets, there […]

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Q3 TriDelta Investment Review

October 19, 2017 / by Tridelta Investment Counsel

How did Markets do? The 3rd Quarter report would have had a different feel if it was written in early September.  At that point Bonds were down, Canadian stocks were down, and with a strong rise in the Canadian dollar, US stocks were down in Canadian dollar terms. Fortunately the quarter ended on September 30th, […]

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Q2 TriDelta Investment Review – What a Rising Interest Rate World Means

July 19, 2017 / by Tridelta Investment Counsel

Are Central Banks Starting to Hit the Brakes? On July 12th, the Bank of Canada raised interest rates for the first time in seven years.  While the pace of interest rate increases in Canada is likely to be slow and very gradual (0.25% increases at a time), it does reflect a significant change for the […]

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Q1 TriDelta Investment Review – What a great start to the year!

April 13, 2017 / by Tridelta Investment Counsel

The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]

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