2018 Gets Off To A Strong Start As Fundamentals Remain Solid

Here’s What We’re Thinking

January 10, 2018

Global markets have started 2018 in solid fashion with healthy performances across equities (S&P500 +3.1%; S&P/TSX +0.9%), commodities (WTI crude oil +4.1%, gold +0.9%) and currencies (CAD +1.0%) in the first week of trading. Bond yields are also on the march higher year-to-date with U.S. and Canada 10-year federal government bond yields up by 15bp to 2.54% and 2.19%, respectively. These early gains can be attributed to, among other things, ongoing solid economic growth data and the recently approved U.S. tax cut package in late December, which boosts the corporate profit outlook, in our view.

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Investment News January 2018

The Kelland Bulletin

January 4, 2018

Dear Valued Clients,

Please find attached our January 2018 issue of the Kelland Bulletin (CLICK HERE).

As always, if you have any questions or concerns please do not hesitate to email or give us a call.

Happy New Year!