From the Desk of Our CIO
Industrial Metals Under Pressure: Is Copper Nearing a Turning Point Amid Global Uncertainty?
Over the last three months, broad commodity markets have experienced a notable pullback. Outside of the softs sector, which encompasses commodities like cocoa, sugar, coffee, and orange juice, there aren’t many commodities that are in the green over the last three months. Industrial metals have experienced some of the most prominent drops, with copper, aluminum, […]
From the Desk of Our CIO
U.S. Election Economics: How Harris’ Rise Could Impact Financial Markets
A little over a month ago we released a note detailing the pillars of Donald Trump’s economic platform, and if Trump were to win the presidential election in November, how these policies from the campaign trail could influence price action in financial markets. The note was released just after Joe Biden dropped out of the […]
Invested Newsletter
INVESTED: August Edition
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we explore how Rob and Mac Van Wielingen transitioned from founders to stewards in their family business on the Owners Circle Podcast. We also delve into the rising trend of Recovery Cafés as a model for mental health support […]
From the Desk of Our CIO
Market Mirage or Canary in the Coal Mine? Unpacking the August Volatility
We’re just over halfway through the month of August and it feels like the market volatility from early in the month is firmly in the rear-view mirror. Global equity markets are now in the green for August, just shy of all-time highs. Although much of the damage in financial markets seems to have been fixed, […]
From the Desk of Our CIO
Coal’s Surprising Resilience: The Global Energy Paradox
The ongoing progress and focus on the energy transition in the Western world has created the perception that coal is an obsolete commodity, relegated to the history books as a dirty fossil fuel no longer required for power generation or industrial use. In June, Alberta powered down its last fully dedicated coal plant, with […]
From the Desk of Our CIO
U.S. Election Heats Up: What a Trump Presidency Could Mean for Financial Markets
In what has been dubbed as “the year of the elections” with approximately half of the world heading to the voting box in 2024, focus is now shifting to what is arguably the main event for the election calendar. The U.S. presidential election had been a relatively sleepy affair for the first half of […]
Invested Newsletter
INVESTED: July Edition
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! Viewpoint Investment Partners Co-Founder Mac Van Wielingen shares powerful takeaways from his recent Business Council of Alberta speech. Learn how to maximize your multi-year donations with insights from the Viewpoint Foundation. Plus, explore Canada’s shifting economy in this month’s Trend Watch, as […]
From the Desk of Our CIO
Gold Rush 2024: Geopolitical Shifts Provoke Central Bank Buying
While it hasn’t had the splashiest of headlines like cocoa, coffee, or copper this year, gold has been putting together a solid rally over the course of 2024, with front-month roll-adjusted futures up +19.1% to July 17th. One of the most interesting things about the rally has been that it’s happening at the same […]
Invested Newsletter
INVESTED: June Edition
Dive into the latest trends and insights in this month’s Invested newsletter! Viewpoint CCO Paula Sexsmith explores Canada’s T+1 settlement rule, while trust-based philanthropy is revolutionizing charitable giving. We also explore shifts in Canada’s financial and energy sectors and gain insights from Viewpoint CIO Scott Smith on the risk parity framework. Happy reading! VIEWPOINT SPOTLIGHT […]