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01, 2020
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01, 2020
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01, 2020
12
12, 2019
The Monthly – December 2019
MacNicol’s Monthly Commentary - December 2019 My friend wanted to learn more about real estate to provide his clients with better information when it came to their investment options. Institutional sales can be a tough, competitive business where you only “eat-what-you-kill” so it is important to have a competitive edge. With real estate being one [...]
12
11, 2019
The Monthly – November 2019
MacNicol’s Monthly Commentary - November 2019 One of the things that working with the MacNicol team can do is help you avoid investment myopia, the natural tendency to focus on the short-term. Apart from helping investors avoid “bubbles” partnering with us can allow your overall cost of investments to fall. In James Montier’s little book [...]
18
10, 2019
The Alternative Quarterly Commentary – Q3 2019
MacNicol’s The Alternative Quarterly Commentary- October 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
18
10, 2019
The Q3 Commentary 2019
MacNicol’s Quarterly Commentary- October 2019 Sometimes it really pays to be open minded. For example, this summer I vacationed in beautiful Boston Bar, BC where I was presented with can of beer from someone with the Dead Frog brewery in Aldergrove (a suburb of Langley for all you Torontonians). Dead Frog…I thought to myself…how good [...]
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09, 2019
The Monthly – September 2019
MacNicol’s Monthly Commentary - September 2019 Speaking of efficacy, the on-going trade talks between the US and China have dragged on and domestic economic indicators are beginning to join global ones in their decline. We referenced the slowdown in the US manufacturing sector on the front page of The Monthly noting that Institute of Supply [...]
31
07, 2019
The Monthly – August 2019
MacNicol’s Monthly Commentary- August 2019 French novelist and journalist Jean-Baptise Alphonse Karr was famous for coining the phrase “the more things change, the more they remain the same”. We reproduce Karr’s famous quote in his native French to begin this edition of The Monthly and we think it is pretty fitting given the state of [...]
31
07, 2019
The Alternative Quarterly Commentary- Q2 2019
MacNicol’s The Alternative Quarterly Commentary- July 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
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07, 2019
The Q2 Commentary- 2019
MacNicol’s Quarterly Commentary- July 2019 I don’t know about you but the recent rally in stocks has me feeling a bit cold, which is surprising. After all, stocks are up quite a bit from the May lows and - after what felt like eons - the weather up here in Toronto beginning to heat up [...]
