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KEEL MAGAZINE

At Eastport, we aim to be your keel, as on a boat – your point of balance, giving you directional stability. We help you get beyond thinking of money as the deep and unpredictable water you’re in. With our knowledge as your ballast, money can be the body that buoys you, propelling your good and purpose-rich life.

Market Insights

quarterly report January 2024

Matthew Jenkinson, President of the Eastport Private Investment Counsel, provides our January 2024 Video Quarterly Update

In this Video Quarterly Report, Matthew dives into Benchmarking and he also provides an economic update – with a discussion around CPI, inflation, and Canadian household savings.

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Eastport Market and Economic Summary – January 2024

The start and end of 2023 presented starkly different scenarios for investors. The year began with trepidation following a tumultuous 2022 but concluded on a high note as inflation slowed and equities yielded substantial returns.

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Eastport Market and Economic Summary – October 2023

Equities in the U.S., Canada, and globally began the quarter on a positive note but faded in August and September, resulting in negative returns. However, year-to-date, equity markets remain in positive territory. Bond markets saw U.S. and Canadian yields rise due to credit rating downgrades and inflation concerns. Both presenting cheap buying opportunities for the long-term investor.

quarterly report june 2023

Matthew Jenkinson, President of the Eastport Private Investment Counsel, provides our June 2023 Video Quarterly Update.

After battling Covid19, the world today is faced with a new type of threat - an all-out inflation pandemic! Every day, we hear news of prices soaring for even basic commodities, such as food and clothing, and many families struggling to make ends meet. Almost everything today is more expensive than it once was and that is due in part to inflation.

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Eastport Market and Economic Summary – July 2023

Q2 was another strong quarter for investors with positive equity market returns and stable bond yields. The U.S., Canadian, and global equities closed the quarter and first half of 2023 positively, with technology being the leading sector.

Retail sales first quarter

Eastport Market and Economic Summary – April 2023

Investors had lots to cheer by the end of Q1 as stocks rallied, bond yields fell, central bank hiking slowed and inflation cooled again. It’s a promising start to 2023 but there were a few shocks along the way.

Eastport Market and Economic Summary January 2023

Eastport Market and Economic Summary – January 2023

Investors experienced a turbulent ride in 2022. Inflation, central bank rate hikes, oil prices, supply chain disruptions and the Russia-Ukraine conflict cast a long shadow on markets, causing extreme volatility and dominating financial headlines 24/7.

Eastport Market and Economic Summary October

Eastport Market and Economic Summary – October 2022

Despite a bright start to Q3, U.S., Canadian and global equities gradually lost momentum as the Fed reiterated it would continue its monetary tightening path. In bond markets, U.S. and Canadian yields rose on the outlook for interest rates, inflation and the pound falling to a record low after the U.K. government announced huge tax cuts funded by increased borrowing which were subsequently rejected by the market and reversed.

Eastport Market and Economic Summary

Eastport Market and Economic Summary – July 2022

It was an eventful quarter. Lingering inflation, tightening central bank policy, high oil prices and geopolitical tensions were top of mind for investors. U.S., Canadian and global equities swung back and forth on market volatility, one moment bullishly coping and the next turning bearish, before ending Q2 in the doldrums.

Special Market & Economic Update

Special Market & Economic Update

We wanted to take a moment to share a special market and economic summary by our in-house CFA Charterholders, Matthew Jenkinson and Cy Korun, addressing the current market volatility and economic uncertainty.

April Market Insights

Market & Economic Summary – April 2022

The start to 2022 has been a volatile one. High inflation, rising interest rates and commodity prices, and geopolitical tensions with war are weighing on global economies, supply chains and consumers.

October Market Insights

Market & Economic Summary – October 2021

U.S, Canadian and global equity markets started Q3 where Q2 ended, confidently charting a course forward. By the end of August, equities had notched a seventh straight month of gains, with the S&P 500 Index finishing near its all-time high and the TSX Composite Index on its longest winning streak in four years.

Market & Economic Summary – July 2021

Market & Economic Summary – July 2021

The global economy continued to recover in the second quarter helped by the rollout of COVID-19 vaccines, U.S. fiscal stimulus programs and supportive monetary policies from the Fed and other major central banks.

April Market Insights

Market & Economic Summary – April 2021

Markets in the first quarter of 2021 have been marked by ongoing volatility as the world recovers from the negative effect of the first waves of the COVID-19 pandemic.

January Market Insights

Market & Economic Summary – January, 2021

Despite a resurgence of COVID-19 cases and renewed lockdowns in many regions, markets trended upward during the fourth quarter of 2020, boosted by growing clarity around the outcome of the U.S. presidential election and significant COVID-19 vaccine progress.

October Market Insights

Market & Economic Summary – Third Quarter

Recovering from the pandemic-related downdraft of the first quarter, financial markets enjoyed a period of relative calm and optimism through of the summer of 2020. Equity prices in many markets continued to improve, with some sectors moving sharply higher as lockdown restrictions eased and economic activity gradually resumed...

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