Invested Newsletter
INVESTED: October Edition
Happy Halloween! 🎃 As October draws to a close and the ghosts of market fears and global uncertainty linger, this month’s issue of Invested proves that not everything goes bump in the night. From resilient markets that refuse to be spooked by inflation or tariffs, to a new era of philanthropy rising from the ashes […]
From the Desk of Our CIO
From Gold Rush to Risk Rush: Concentration to Diversification
Gold has been making headlines this year, extending an uptrend that began in late 2022. Recent months have been especially sharp, with higher prices accompanied by more volatility. Even after a pullback of 6% from last week’s all-time high, gold remains up 7% in October, 50% year-to-date, and 30% annualized since September 2022. Gold […]
Invested Newsletter
INVESTED: September Edition
Good morning! This month’s Invested spans markets, philanthropy, and strategy. Highlights include Fed independence risks, commodities’ potential super cycle, and Canadian equities’ sweet spot. The Viewpoint Foundation spotlights the psychology of high-control systems, while we also explore governance in private foundations and key questions for wealth advisors. In our More to Explore section, we feature a […]
From the Desk of Our CIO
The Erosion of Fed Independence and Its Inflationary Consequences
The U.S. economy is approaching a critical juncture, as a softening labor market coincides with growing pressure on the Federal Reserve to ease policy. Markets now expect a September rate cut, with more likely to follow by year-end. Political tensions have intensified, as the administration presses Chair Jerome Powell to resign and seeks to […]
Invested Newsletter
INVESTED: August Edition
Good morning! This month’s issue of Invested is packed with insights, from being featured by the Calgary Chamber, to tariffs and commodities, to warnings about Canada’s capital drain. Plus, we explore the psychology of conspiracy theories. Curious what it all means for investors and families? Find out below. Happy reading! VIEWPOINT SPOTLIGHT INSIGHTS FROM THE VIEWPOINT TEAM Featured Member: […]
From the Desk of Our CIO
Dial-A-Tariff: Policy Pivots Keep Growth Cushioned, but Craftsmanship Decides Commodity Outcomes.
Calgary hasn’t felt like summer with all the rain, but the sun has been shining on equities and risk sentiment. Global equity markets continue to climb the proverbial “wall of worry,” well above pre-liberation day levels and are near all-time highs. On the plus side, ultra-aggressive trade policy has been walked back to more manageable […]
News & Insights
Viewpoint Global Multi-Asset Trust Announces Change in Investment Risk Classification in Series F-USD (VWP 209)
FOR IMMEDIATE RELEASE Calgary, Alberta — August 5, 2025 — Viewpoint Investment Management Corporation, the manager of Viewpoint Global Multi-Asset Trust (the “Fund”), today announced a material change in the Fund’s Series F-USD investment risk classification. Effective August 5, 2025, the Fund’s risk rating will be updated from “Low to Medium” to “Medium.” This change […]
Invested Newsletter
INVESTED: July Edition
Good morning! Dive into this month’s Invested newsletter for the latest trends and insights—from surging precious metals and MAGA’s mounting cognitive dissonance to a sobering reality check on alternative investments. We also explore shifting markets, ETF momentum, inflation signals, and surprising demographic trends. Curious how war forecasting works or why aging might drive future growth? […]
From the Desk of Our CIO
The Catalysts Are Converting: Platinum & Palladium Reignite
In a year marked by shifting macro narratives and renewed enthusiasm for real assets, platinum and palladium have emerged as standout performers in the commodity space. Both metals posted strong price gains in Q2 2025, driven by tightening supply and resilient industrial demand, prompting a strategic reappraisal of their place in diversified commodity portfolios. […]