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Central banks get set up to support bonds
March 2020 was a very challenging month for many asset classes. Canadian Bonds1 were down 2.0%, Canada’s stock market2 was down 17.4%, the US stock market3 was down 12.4% and the Canadian Publicly Traded REITs (Real Estate Investment Trust) Index4 was down 27.3% for the month. Despite all these negative returns, Alitis’ Core Investment Pools […]
Alitis CEO Message – Market Assessment COVID-19
Three months after I started my career in the investment industry (July 1987) I received an early introduction to RISK, the largest single day decline in global stock markets – Black Monday, October 19,1987. For your interest here are the top three single day declines in history: Largest daily percentage losses1: Rank Date % Decline […]
Alitis Suspends In-Person Meetings – Coronavirus
March 13, 2020 To our valued clients, It is with an abundance of care for our clients, staff and community that we wish to advise you on how Alitis will operate for the next few weeks to do our part in limiting the spread of the COVID-19 virus. Alitis has a Business Continuity Plan […]
Alitis Market Update – Recent Activity March 10th, 2020
Kevin Kirkwood, CFA President & Chief Investment Officer March 10, 2020 As you are probably aware, there has been a great deal of activity in the markets due to the COVID-19 Coronavirus and, more recently, the shocking drop in the price of oil. Monday saw a nasty drop in the world’s stock markets, so […]
Update – Coronavirus and the Alitis Pools
Kevin Kirkwood, CFA President & Chief Investment Officer February 25, 2020 Today’s Markets Alitis’ Investment Committee has been watching the evolving Coronavirus story and working to ensure that the Alitis Pools are positioned to ride out this volatility while still being able to participate in the inevitable upside which generally follows these declines. Various stock […]
Alitis Private REIT – Brochure
AAM – Alitis Private REIT Brochure_V20200115
Income Investing – Small Adjustments Make a Big Difference
With investing, there are many times when small adjustments prove to be significant drivers of better return. The asset class best known for a focus on the measurement of microscopic changes in value is within fixed income investing. Within income investing, there are a few main components that one must be aware of. These include […]
Diversification Works When Done Correctly
At Alitis, we spend a lot of time reading and learning about the financial markets. We stay up-to-date on current events, we constantly monitor our positions, and we are always keeping an eye out for new investments that could improve our portfolios and their diversification. That being said, we do understand that the financial marketplace […]