Commentaries

25 05, 2020

The Monthly – May 2020

By |2024-08-12T05:52:02-04:00May 25th, 2020|Commentaries, Monthly Commentaries|

MacNicol’s Monthly Commentary - May 2020 Though a large contingent of lawmakers, central bankers and health care experts continue to deal with the enormous economic and human impact of COVID 19, attention is beginning to shift towards what life may look like once the crisis has passed. The MacNicol Investment Team is cautiously optimistic about [...]

24 04, 2020

The Q1 Commentary 2020

By |2024-08-12T05:51:38-04:00April 24th, 2020|Commentaries|

MacNicol’s Quarterly Commentary- April 2020 I love British Columbia. But I have always felt that the province’s population of Bears were a lot speedier than they appeared. Bears are of course also extremely strong and temperamental in certain situations. But I never knew just how fast Bears were until I looked into it for this [...]

24 04, 2020

The Alternative Quarterly Commentary – Q1 2020

By |2023-10-09T06:31:19-04:00April 24th, 2020|Alternative Commentaries, Commentaries|

MacNicol’s The Alternative Quarterly Commentary- April 2020 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate returns that are positive and uncorrelated with public stock or bond markets. The Trust, through its underlying limited partnerships invests in real estate, private equity and hedge funds. In total the Alternative Trust is [...]

24 03, 2020

Alternative Commentary – Absolute Return

By |2023-10-09T06:31:27-04:00March 24th, 2020|Alternative Commentaries, Commentaries|

MacNicol’s The Alternative Commentary- March 24, 2020 The Absolute Return Fund through its partnerships invests in Latin America (LATAM) and our distressed debt program was impacted and impacted significantly. As today is March 24th, 2020, I am not in a position to discuss specific performance metrics of the fund just yet but will detail them [...]

24 03, 2020

Alternative Commentary – Real Estate

By |2023-10-09T06:31:35-04:00March 24th, 2020|Alternative Commentaries, Commentaries|

MacNicol’s The Alternative Commentary- March 23, 2020 the Alt Program's holdings represent a diversified array of properties, private businesses and hedge funds, we will communicate our update to you in a series of three sequential category-specific updates beginning with real estate, turning to private equity and concluding with hedge funds.   Click the link below [...]

9 03, 2020

The Monthly – March 2020

By |2024-08-12T05:51:01-04:00March 9th, 2020|Commentaries, Monthly Commentaries|

MacNicol’s Monthly Commentary - March 2020 Late February’s stock market action has the dubious distinction of having set a number of dastardly investment records. We will avoid rehashing the painful plethora of horror stories here as many investors continue to lick wounds. At the same time some market stats made even our eyes water and [...]

13 02, 2020

The Monthly – February 2020

By |2024-08-12T05:50:33-04:00February 13th, 2020|Commentaries, Monthly Commentaries|

MacNicol’s Monthly Commentary - February 2020 I earned a Science Degree from the University of Toronto in the late 1990’s. Among the more challenging courses I took in those days was human immunology. Human immunology gave me the opportunity to learn how the body fought off bacteria and viruses, and whole host of other interesting [...]

27 01, 2020

The Alternative Quarterly Commentary – Q4 2019

By |2023-10-09T06:31:43-04:00January 27th, 2020|Alternative Commentaries, Commentaries|

MacNicol’s The Alternative Quarterly Commentary- January 2020 During the fourth quarter of 2019 the Alternative Asset Trust was predominantly flat. Hedge funds were higher in the fourth quarter as losses in emerging market debt turned the corner and began moving higher later in the year. Private equity was higher in the quarter and - throughout [...]

27 01, 2020

The Q4 Commentary 2019

By |2024-08-12T05:49:38-04:00January 27th, 2020|Commentaries|

MacNicol’s Quarterly Commentary- January 2020 One of the things that amazes me is the number of research houses and investment newsletters that publish their “year-end” investment reviews in early December. A lot can happen in a short period of time, so I wait until after New Year’s to begin writing my own year-end investment review [...]

12 12, 2019

The Monthly – December 2019

By |2024-08-12T05:47:03-04:00December 12th, 2019|Commentaries, Monthly Commentaries|

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 [...]

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