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In our opinion, these were the most important stories in Q1… |
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The rally in equity markets that we witnessed for over a
decade came to a screeching halt during the first quarter
of 2020. After a fairly uneventful grind higher in the first 7
weeks of the quarter, the S&P 500 peaked in mid-February.
The answer to the question ‘What could bring the long bull
market to an end?’ soon became clear – a global pandemic.
The last week in February and first three weeks of March
were characterized by a massive jump in volatility, back to
the levels seen during the great financial crisis, huge daily
moves (largely to the downside), and a desire for liquidity
as the severity of COVID-19 became clear. The extent to
which governments around the world would curtail business
activity, implement quarantine and social distancing measures,
and provide a massive monetary and fiscal response
would have seemed unbelievable a few months ago, but
soon became the reality we find ourselves in today. |
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Click here to read the full report |
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As we enter Q2, the points below have our Investment Team's attention... |
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The first quarter of 2020 was remarkable in many ways. We
witnessed large moves in equity markets and saw bonds and
commodity prices impacted by central banks scrambling to
provide liquidity to financial markets. The root cause was individuals
and institutions seeking the safety of cash or raising
cash to meet lending obligations. As March drew to a close,
the financial system held some of the largest cash deposits
since the global financial crisis of 2008.
While everyone has been encouraged to stay home, all eyes
and ears have been glued to the news for updates on the
COVID-19 pandemic with emotions swaying from relief to
pessimism, depending on the headline. What is abundantly
clear is the current global focus is resolutely on the short-term. |
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Click here to read the full report. |
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Chat with Arthur Heinmaa |
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We appreciate your interest in the presentation during this time and hope it provided helpful insight on the future of investing.
Below you will find a recording of the presentation, call notes and responses to the more popular questions we received following the call.
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Cidel Global Equity Strategy
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Charles Lannon, SVP and Head of Equities, provides an update on Cidel’s Global Equity strategy and why long-term investors should not ignore the current equity market.
Click here to read more. |
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Q&A With Tiziana Mazzilli |
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Q&A with Tiziana Mazzilli, SVP and Corporate Secretary: How Cidel has adapted to the current COVID-19 environment. Cidel has adapted its daily operations in light of these unprecedented times. Read about how we are striving to meet our clients’ needs and how our daily operations have adapted.
Click here to read more. |
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Investment
Themes Day |
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We held our 9th annual Investment
Themes Day where a number of topics were presented. See why we looked into factory farming and the alternative meat space. If the studies are correct, how fast could this disruption happen?
Click here to read more.
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QROPS
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Cidel was recognised by HM Revenue
& Customs (HMRC) as a provider of a Qualified Recognised
Overseas Pension Scheme (QROPS). This allows
individuals over the age of 55 who intend to reside in Canada
to transfer their eligible UK pension assets on a tax-free
basis to a registered retirement savings vehicle in Canada,
namely CARP.
Click here to read more.
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Cidel in the News
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Four of our finest competed in the 16th Annual Scrabble For Literacy competition.
The event raised $143 900 for Frontier College. Follow us for all of our company updates.
We sponsored the 17th Annual Foundation, Endowment & Not-for-Profit Investment (FENI) Summit. The event was co-chaired by our Catherine Jackman and Christy DeCosimo. See these ladies in action.
Our Annual Wine Tasting Event was kicked off with a discussion on how we assess environmental, social and governance factors (ESG) in our investment process.
The discussion was followed by tasting of wines from Spain and Portugal. We are grateful for those that attended. Watch event highlights here.
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Let's Talk
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At Cidel, we pride ourselves on our deep understanding of our clients' goals. Only with that understanding can we provide you with the customized solutions that will achieve your objectives. We would love to sit down with you to see if we can help.
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www.cidel.com
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