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September 22, 2025

A Tale of Two Rate Cuts

Last Wednesday, both the Bank of Canada (BoC) and the U.S. Federal Reserve (Fed) delivered the rate cuts markets had been anticipating — each lowering their policy rate by 25 basis points.While the outcome was expected, the underlying rationale, and the path forward from here, diverge sharply on each side of the border.
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September 16, 2025

Modernizing the 60/40: The Future of Portfolio Construction

The Long and Short of It Blog Series: Several weeks ago at the CSTA conference, I shared a panel with industry peers to discuss asset allocation and portfolio construction. A recurring theme was whether the traditional 60/40 balanced portfolio is still the reliable solution it once was. That conversation inspired this post.
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August 19, 2025

Yielding to Pressure: Inflation, Debt, and Political Power Plays

The Long and Short of It Blog Series: Since bottoming at just 0.1% in 2019, Japan’s 30-year bond yield recently surged above 3.0% — a dramatic shift for a country that pioneered non-conventional monetary policy.
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Quintessence Wealth is registered as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.

The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

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