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 [...]
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 [...]
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 [...]
MacNicol’s Monthly Commentary - November 2019 One of the things that working with the MacNicol team can do is help you avoid investment myopia, the natural tendency to focus on the short-term. Apart from helping investors avoid “bubbles” partnering with us can allow your overall cost of investments to fall. In James Montier’s little book [...]
MacNicol’s The Alternative Quarterly Commentary- October 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol’s Quarterly Commentary- October 2019 Sometimes it really pays to be open minded. For example, this summer I vacationed in beautiful Boston Bar, BC where I was presented with can of beer from someone with the Dead Frog brewery in Aldergrove (a suburb of Langley for all you Torontonians). Dead Frog…I thought to myself…how good [...]
MacNicol’s Monthly Commentary - September 2019 Speaking of efficacy, the on-going trade talks between the US and China have dragged on and domestic economic indicators are beginning to join global ones in their decline. We referenced the slowdown in the US manufacturing sector on the front page of The Monthly noting that Institute of Supply [...]
MacNicol’s Monthly Commentary- August 2019 French novelist and journalist Jean-Baptise Alphonse Karr was famous for coining the phrase “the more things change, the more they remain the same”. We reproduce Karr’s famous quote in his native French to begin this edition of The Monthly and we think it is pretty fitting given the state of [...]
MacNicol’s The Alternative Quarterly Commentary- July 2019 The MacNicol Alternative Asset Trust is a multi-strategy, alternative investment platform designed to generate positive and uncorrelated returns against the public stock and bond markets. The Trust, through its underlying limited partnerships, is invested in private real estate and mortgages, private equity and multi-strategy hedge funds. Combined, the [...]
MacNicol’s Quarterly Commentary- July 2019 I don’t know about you but the recent rally in stocks has me feeling a bit cold, which is surprising. After all, stocks are up quite a bit from the May lows and - after what felt like eons - the weather up here in Toronto beginning to heat up [...]
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