BCV: The Blue Chip Report Q2 2024

2024 has been a distinctive year in corporate bonds compared to the previous year, marked notably by the anticipated initial interest rate cut from the Bank of Canada. While the Bank of Canada’s rate does not directly dictate future bond prices, it does serve as a gauge of the economy’s overall health. Generally, a lower interest rate, all else equal, tends to facilitate conditions in the bond market.

KAI Core Equity Pool Q2-2024

At KAI Asset Management, managing investment portfolios goes beyond simply buying and selling investments. We engaged in continuous analysis and re-evaluation of the holdings within our clients’ portfolios. This iterative process ensures that we maintain a dynamic understanding of the businesses you own while continuously comparing them with our available investment opportunities in the marketplace.