November Update: S&P 500, TSX 60, Bullish Percentage, Percent Positive Trend, Asset Class Rankings, Tech Reset, Venterra Realty, Private Real Estate, Multi Family Real Estate, Southern Residential Real Estate.
China demand issues, Canada Goose Holdings, Yum China, Estee Lauder earnings, Alimentation Couche-Tard, ATD financials, P/E ratios, Offshore wind energy, Orsted, Wind projects.
Alternative Trust Update: The goals of the Alternative Trust are to generate attractive risk-adjusted returns using private investment opportunities so investors can reduce their dependence on public market investments. During the third quarter of 2023 the trust was higher by approximately 1.4%. Returns from private real estate and hedge funds were higher during the quarter, and strong enough to offset mixed results in private equity.
MacNicol & Associates’ hosted a webinar on October 26th where we hosted John Foresi of Venterra Realty. John is the CEO and Co-Founder of Venterra Realty. Venterra is a real estate company that specializes in the identification, development, finance, acquisition, and management of multi-family residential communities in the southern United States.
Bitcoin, Crypto markets, Asset managers, Retail loves bitcoin, Bitcoin ETF, SEC and Bitcoin, Emerging real estate markets, Midwestern love
S&P 500, TSX 60, VIX, Bullish vs Bearish Technical Indicators, Multi strategy hedge funds, Renewable energy ETFs, Inflation, Energy inflation, CPI, FED Funds Rate, Oil prices, Gold prices, Market multiples.
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.
With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioral investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it allows you to better understand what we see going on in the marketplace.
Fannie Mae, Housing Market, Debt Markets, Mortgage Market, Bridgewater Associates, Long Term Interest Rates
Quality versus liquidity, IPOs, Market resilience, Birkenstock IPO, Country garden property developer, Stagflation warning, Inflation rates.
3323 NE 163 Street, PH-704
North Miami Beach, FL 33160
Tel: 305-210-3040
Toll Free: 1-866-367-3040
Email: info@macnicol.com
3080 Yonge Street, Suite 4076
​Toronto, Ontario M4N 3N1
Tel: 416-367-3040
Toll Free: 1-866-367-3040
Email: info@macnicolasset.com
Welcome to MacNicol & Associates Asset Management. We offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.
