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An Arbitrary Grading of Our 12+ Themes for 2025
How did our predictions for 2025 work out?

Perron Team
Dec 17, 20254 min read


The New Consumer Staples
Explore the evolving landscape of investing. Has technology replaced consumer staples and healthcare?

Derek VanGenderen
Jul 31, 20252 min read


Understanding Market Volatility: How to Stay Calm and Invest
History shows that there is no perfect time to invest and timing the markets is nearly impossible.

Perron Team
Jun 17, 20253 min read


5 Hidden Truths About US-Canada Trade and Tariffs
When it comes to U.S. tariffs on Canada, the headlines may paint a simple picture, but the reality is far more complex. Canada is a...

Perron Team
Mar 14, 20253 min read


12 Themes for 2025
Here's a list of what we think we can expect to see in 2025.

Perron Team
Dec 17, 20248 min read


An Arbitrary Grading of Our 12+ Themes for 2024
An Arbitrary Grading of Our 12+ Themes for 2024

Perron Team
Dec 10, 20244 min read


Quarterly Market Review: Navigating Strong Returns, Economic Trends, and What Lies Ahead
This environment invites a mindset of focusing on the potential for positive outcomes.

Shawna Perron
Oct 18, 20245 min read


12 Themes for 2024
1. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...

Perron Team
Dec 18, 20238 min read


An Arbitrary Grading of Our 12+ Themes for 2023
With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.

Perron Team
Dec 1, 20237 min read


Those Bear Necessities
Despite some negative market appeal, our view is that the economic picture is improving, getting better not worse.

Shawna Perron
May 24, 202310 min read


The problem with Comparing GICs to Recent Market Returns
How does one compare Bond fund returns to a 5 year GIC return?

Shawna Perron
Jan 11, 20234 min read


12 Themes for 2023
1. Attractive Risk Reward in Shorter Dated Investment Grade Fixed Income The Kipling Strategic Income Fund recently purchased several...

Perron Team
Dec 16, 202213 min read


An Arbitrary Grading of Our 12 Themes for 2022
One of our more popular reading materials for the 2021 year was our “ 12 Themes of 2022 ” piece that we published just prior to the...

Perron Team
Dec 7, 20227 min read
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