Investment Updates

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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TriDelta Investment Counsel Q4 Report – In 2017 while the noise gets louder, facts matter more than ever.

January 10, 2017 / by Tridelta Investment Counsel

10 Facts for 2017 and what it means to you For a 65 year old couple, there is a 90% chance at least one will live to age 80. For a 65 year old couple, there is a 48% chance at least one will live to age 90. Since 1926, average returns for the S&P500 […]

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TriDelta Investment Counsel Q3 Report – Time to Visit the U.S. Markets

October 24, 2016 / by Tridelta Investment Counsel

Executive Summary When looking at interest rates, currencies, real estate risk, Oil and the overall economy, the Canadian market is looking weaker than the U.S. market. We believe, in particular, that real estate risks are much higher in Canada than the U.S., and it is playing an important factor in our investment philosophy. As a […]

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TriDelta Investment Counsel Q2 2016 Report: Markets move higher – even with all the dire headlines.

July 15, 2016 / by Tridelta Investment Counsel

Executive Summary Brexit, Trump and Terrorism.  Take all that together, and surprise, surprise, the markets went up.  In the second quarter of 2016, the Toronto stock index closed up 4.6%.  The DEX Universe Bond index closed up 2.6%.  The S&P500 US index in Canadian dollars closed up 1.9%.  All looks pretty good. Even leaving North […]

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