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MATCO MARKET INSIGHTS – RETIREMENT CALCULATOR: HOW MUCH IS ENOUGH

NOVEMBER 22 / TOM STACHIW, CIM, Portfolio Manager
A financial plan is a great living document that we use at Matco to help guide our clients through their life cycles, and ultimately, give them peace of mind for their retirement. Another great option is walking through the retirement calculator on www.Matcofinancialinc.com.
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INVESTING 101 - IS NOW THE TIME TO START INVESTING?

NOVEMBER 15 / TOM STACHIW, CIM, Portfolio Manager
It is easier to invest today than at any other time in history. From radio commercials about investing in Bitcoin to social media ads of opening a stock trading account in minutes – access to the investment industry is right at our fingertips. However, we must take a step back and understand whether or not now is the right time to invest.
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INVESTING 101 – 7 STEPS TO INVEST SUCCESSFULLY: FROM A HIGH NET WORTH PORTFOLIO MANAGER

NOVEMBER 10 / TOM STACHIW, CIM, Portfolio Manager
Successful investing takes time and patience, it is not a get rich quick situation. Investing should be considered throughout different life cycles, the way you invest in your 30’s should be different than in your 60’s. Understand that with life’s changes, your investment portfolio should develop and grow to accommodate changing financial goals and circumstances.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 8 (25 min)

OCTOBER 24 /
Q3 2021 Review & Outlook with the Matco Investment Team
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MATCO'S QUARTERLY MACRO OVERVIEW - Q3 2021

OCTOBER 19 /
Investment markets have performed well through the first three quarters of 2021. However, September observed increased volatility and a modest downtrend for equity markets. Signs of decelerating economic growth, worries of persistent inflation, COVID-19 delta variant concerns and the possibility of tightening financial conditions are weighing on the minds of market participants. Nevertheless, the economy continues to grow, and opportunities remain.
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MATCO MARKET INSIGHTS – RRSP SEASON: GETTING THE MOST BANG FOR YOUR BUCK

OCTOBER 15 / TOM STACHIW, CIM, Portfolio Manager
There is a Chinese proverb that states “the best time to plant a tree was 20 years ago. The second-best time is now”. The same is true for tax and financial planning, the best time to plan was in the past – but it is never too late to structure yourself correctly to keep as much of your income in your pocket rather than sending it to the Canadian government.
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MATCO MARKET INSIGHTS – U.S. FEDERAL RESERVE: GRADUALLY PULLING IN THE LIFE RAFT LINES

SEPTEMBER 23 / TREVOR GALON, CFA, Chief Investment Officer
The U.S. Federal Reserve sets interest rate policy for the largest economy in the world. Whether the U.S. central bank is tightening financial conditions (increasing interest rates or reducing asset purchases) or easing financial conditions (lowering interest rates or increasing asset purchases), is therefore closely monitored by economists and investment managers around the world...
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MATCO MARKET INSIGHTS – MATCO CANADIAN FUNDS RECAP

SEPTEMBER 8 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
With the majority of second-quarter earnings reported in Canada, here’s a quick summary and highlights for the Matco Canadian Funds:
Matco Small Cap Fund and Matco Canadian Equity Income Fund.
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MATCO MARKET INSIGHTS - JACKSON HOLE SYMPOSIUM? DON'T CARE? MAYBE NOT BUT YOUR PORTFOLIO PROBABLY DOES.

AUGUST 25 / TREVOR GALON, CFA, Chief Investment Officer
What’s said at Jackson Hole matters to global stock and currency markets. Central bankers and financial heavyweights meet annually at this exclusive economic symposium to discuss challenges, implications and policy that can affect us all.
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MATCO MARKET INSIGHTS - SUSTAINABLE INVESTMENTS - ESG: ENVIRONMENTAL, SOCIAL AND GOVERNANCE FACTORS ARE HERE TO STAY

AUGUST 12 / TREVOR GALON, CFA, Chief Investment Officer
Sustainable investment assets (excluding fund of funds) hit CAD$26 billion in Canada. This represents a quarter-over-quarter growth rate of 22% and a year-over-year growth rate of 130%. In the U.S., 2020 saw sustainable investment funds grow by USD$51.1 billion. More and more money continues to flow into ESG investment vehicles and the money being invested is outperforming investment vehicles that have not incorporated some form of ESG investment factors.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 7 (24 min)

JULY 21 /
Q2 2021 Review & Outlook with the Matco Investment Team
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MATCO MARKET INSIGHTS - BULL vs. BEAR MARKETS: WHAT'S THE DIFFERENCE?

JULY 13 / BARON LEE, CFA, Portfolio Manager
There are many theories about how the terms bull market and bear market came to be, but the most popular explanation is how each animal attacks.  A bull attacks by lowering its head and using its horns to lift “up” its opponents, while a bear attacks by raising its front legs and using its paws to swipe “down” at its opponents.  Thus, when the market is trending “up,” it’s termed a bull market and when the market is trending “down,” it’s termed a bear market; a bear market is confirmed when a market declines by 20% or more.
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MATCO'S QUARTERLY MACRO OVERVIEW - Q2 2021

JUNE 30 /
The first two quarters of 2021 have been very positive for investment markets around the world. Economic data continues to surprise on the upside.
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MATCO MARKET INSIGHTS - JUNE 2021: MATCO SMALL CAP UPDATE

JUNE 29 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Since late November, we have been positive on small cap stocks as an economic recovery play. Eight months later, this investment thesis has continued to pay off for long term investors. Year-to-date, small cap stocks globally have significantly outperformed their large cap peers.
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MATCO MARKET INSIGHTS - FIRST QUARTER 2021: MATCO EARNINGS SEASON RECAP

JUNE 15 / JORDAN BECKET, CFA, Analyst
The first quarter earnings session of 2021 is behind us and all three Matco equity funds have performed admirably to kick off the year. In the context of the broad market within Canadian equities, over the past few quarters, we have gradually seen companies start to ease the fears of those concerned with potential asset bubbles and lofty valuations by producing strong and growing earnings metrics.
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MATCO MARKET INSIGHTS - INFLATION DEBATE 2.0: COMMODITIES "EN FUEGO"

JUNE 1 / TREVOR GALON, CFA, Chief Investment Officer
Back in November of 2020, we published a Matco Insights piece titled “The Inflation Debate and What it Means for Your Portfolio”. Within that publication, we primarily focused on the relationship between inflation and the labor market, as well as inflation and government spending. The conclusion was ultimately that inflation is more likely to be a persistent concern when the following two conditions are met: government debt is at lower levels and unemployment rates are much lower.
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MATCO MARKET INSIGHTS – DEBT CONSOLIDATION: THE WEALTH MANAGEMENT GEM THAT COULD SAVE YOU THOUSANDS

MAY 18 / TOM STACHIW, CIM, Portfolio Manager
Throughout the Covid 19 pandemic, household debt has continued to rise throughout Canada. Canada has been the poster child for a high household income to debt ratio for years, with many economists focusing on the long-term effect of low interest rates.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 6 (25 min)

APRIL 21 /
Q1 2021 Review & Outlook with the Matco Investment Team
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MATCO MARKET INSIGHTS - CANADIAN FEDERAL BUDGET 2021: FLASH UPDATE

APRIL 19 / TREVOR GALON, CFA, Chief Investment Officer
In the early stages of digesting Canada’s first Federal Budget in more than two years, we wanted to provide a flash update with the primary highlights. Canada’s 2021 Federal Budget outlines CAD$101 billion in new government spending over a three-year period to fuel the economic recovery while continuing to bridge the growth gap due to the COVID-19 pandemic.
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MATCO MARKET INSIGHTS - THE PREFERRED SHARE MARKET AND THE NEW ROOKIE IN TOWN

APRIL 13 / TREVOR GALON, CFA, Chief Investment Officer
The preferred share segment of the market has often attracted individual investors seeking yield. In recent years, this demand has been further reinforced by a low-interest rate environment, which has created challenges for investors looking to generate income within their portfolio.
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MATCO MARKET INSIGHTS – GET READY FOR HIGHER CORPORATE TAXES

MARCH 31 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
The large stimulus packages announced by G7 governments to support the economy during COVID-19 have led to massive deficits and debts for all nations.
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MATCO'S QUARTERLY MACRO OVERVIEW - Q1 2021

MARCH 31 /
What a difference a year can make. The month of March marks the one-year anniversary since the COVID-19 pandemic infiltrated our world, causing a global economic lockdown.
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MATCO MARKET INSIGHTS - KNOCK, KNOCK. WHO'S THERE?

MARCH 16 / JASON N. VINCENT, PFP, TEP, President & Chief Operating Officer
Knock, Knock.
Who’s there?
Justin.
Justin who?
Just in time to raise your taxes!
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MATCO MARKET INSIGHTS – THE MARKET'S EXPENSIVE: WHAT DOES THIS MEAN FOR YOUR INVESTMENT PORTFOLIO?

MARCH 4 / TREVOR GALON, CFA, Chief Investment Officer
When it comes to making an investment, there are several factors that will influence whether the outcome is successful. One of those factors, which is built directly into our investment process at Matco, is value.
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MATCO MARKET INSIGHTS – PANDEMIC FINANCIAL PLANNING: WORKING FROM HOME TAX CREDIT

FEBRUARY 22 / TOM STACHIW, CIM, Portfolio Manager
Working from home has become a regular occurrence through 2020 and the COVID-19 pandemic. Adoption of the home office has been a difficult transition for some companies and seamless for others.
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MATCO MARKET INSIGHTS – GAME OVER FOR GAMESTOP SHORT SQUEEZE

FEBRUARY 16 / BARON LEE, CFA, Portfolio Manager
Millions of Reddit-users under the subreddit known as r/wallstreetbets coordinated one of the most epic short squeezes of all time.
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MATCO MARKET INSIGHTS - NOW WHAT? IT'S TIME TO GO BACK TO BASICS with Bill Dickie

JANUARY 19 / BILL DICKIE, CFA, Vice Chairman, Portfolio Manager
Over the last year we have seen more Black Swan events than I have witnessed for many years. With the American Capital under siege, a pickup in Covid-19 cases, more shutdowns and a new US President introducing a new agenda we are all asking, “Now What”?
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MATCO MARKET INSIGHTS – NAVIGATING YOUR RRSP & TFSA

JANUARY 18 / LINDSAY BRYANT, Manager Client Services
Matco is here to help you navigate the registered investment world with details about your contribution limits and deadlines.
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MATCO'S QUARTERLY MACRO OVERVIEW - Q4 2020

DECEMBER 31 /
In years to come, when people look back on 2020 it will be remembered as one of the most challenging years in the modern era.
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MATCO MARKET INSIGHTS – THE ‘BIG OIL’ CHANGE: GREEN SHOOTS

DECEMBER 16 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Since the 2015 Paris Climate Agreement, governments and large institutional shareholders have been putting a massive amount of pressure on Big Oil to do more to reduce greenhouse emissions. On the shareholder front, many of the largest pension, endowment, and sovereign wealth funds have decided to reduce or eliminate the energy sector from their portfolios since Big Oil was not moving fast enough.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 5 (11 min)

DECEMBER 1 /
Q&A with Anil Tahiliani, Vice President & Portfolio Manager, Matco Small Cap Fund
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MATCO MARKET INSIGHTS - BELOW THE SURFACE: SMALL CAP ROTATION HAS STARTED

DECEMBER 1 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
With many global stock markets hitting all-time highs, investors feel optimistic despite the negative news of rising daily COVID-19 cases. To better understand what is happening, we need to look below the surface to see how professional investors position their portfolios.
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MATCO MARKET INSIGHTS - PANDEMIC FINANCIAL PLANNING – CLAIMING HOME OFFICE EXPENSES THROUGH COVID-19

NOVEMBER 23 / TOM STACHIW, CIM, Portfolio Manager
Working from home has become a regular occurrence through 2020 and the COVID-19 pandemic.  Adoption of the home office has been a difficult transition for some companies and seamless for others. Working from home has reached a point for some companies with productivity at highs and more of a focus on work-life balance, that the prospect of moving back to a full-time office may never happen. 
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MATCO MARKET INSIGHTS – ELECTION WAVES ON THE SURFACE; STRONG EARNINGS UNDERCURRENT BELOW

NOVEMBER 16 / TREVOR GALON, CFA, Chief Investment Officer
The current U.S. election was one for the ages, with record voter turnout and an extended vote count period due to the increased number of mail-in ballots. Although it appears that Joe Biden will become the 46th President of the United States come January of 2021, some uncertainty remains.
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MATCO MARKET INSIGHTS – 2020 U.S. ELECTION INSIGHTS

NOVEMBER 6 / JASON N. VINCENT, PFP, TEP, President & Chief Operating Officer
In this webcast Matco's investment team shares their thoughts on the U.S. election results and their investment implications. The team is joined by special guest Doug Peta, who is the U.S. Investment Strategist at BCA Research Inc.
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MATCO MARKET INSIGHTS - THE INFLATION DEBATE AND WHAT IT MEANS FOR YOUR PORTFOLIO

NOVEMBER 2 / TREVOR GALON, CFA, Chief Investment Officer
There has always been a lot of debate as to whether ballooning government deficits will lead to significant levels of inflation. This debate also leaves investors wondering if they should be protecting their portfolio from the possibility of inflation.
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MATCO MARKET INSIGHTS – MAKE SURE YOU TAKE A PEEK OVER THE FENCE BEFORE YOU JUMP OVER TO FIND GREENER GRASS... BECOMING A CANADIAN NON-RESIDENT

OCTOBER 27 / JASON N. VINCENT, PFP, TEP, President & Chief Operating Officer
I have been fielding an increasing number of questions regarding becoming a Canadian Non-Resident. There are various reasons why Canadians consider moving to another country, including lower taxes, employment opportunities, retirement lifestyle, or maybe all of the above.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 4 (15 min)

OCTOBER 22 /
Q3 2020 Review & Outlook with the Matco Investment Team
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MATCO MARKET INSIGHTS – YEAR-END PLANNING: UTILIZE YOUR TFSA TO LOWER YOUR TOTAL TAXABLE INCOME

OCTOBER 8 / TOM STACHIW, CIM, Portfolio Manager
2020 has been an interesting year to say the least. A global pandemic, the fastest bear market in history, and increasing unemployment or salary cuts. If you are thinking about topping up your RRSP this year but do not have access to liquid funds other than your TFSA, there may be a strategy that can work in your favour.
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MATCO MARKET INSIGHTS - TRUMP VS. BIDEN: WHAT MATTERS TO INVESTORS

OCTOBER 2 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
In my last blog I showed that Mr. Trump is not the stock market president, in that the U.S. stock market has had better returns under various presidents during their term and that since 1948, the U.S. stock market has done better under a Democratic president than a Republican.
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MATCO'S QUARTERLY MACRO OVERVIEW - Q3 2020

SEPTEMBER 30 /
It is hard to imagine that we are now three quarters of the way through 2020. In one breath, it feels like just yesterday that society and the global economy were being forced into lockdown. At the same time, it seems as though a decade’s worth of developments have come to pass this year.
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MATCO MARKET INSIGHTS – IS MR. TRUMP THE STOCK MARKET PRESIDENT?

SEPTEMBER 10 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
President Trump has often bragged about how well the stock market has performed since he was elected. With the U.S. stock market recovering all its losses since its March lows and recently hitting a new all-time high, it’s time to do some fact checking
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MATCO MARKET INSIGHTS – PANDEMIC INSURANCE FOR YOUR PORTFOLIO

AUGUST 28 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Recently there have been media reports of a few companies that had purchased pandemic insurance. Two notable examples are the Wimbledon Championship Tennis Tournament and the Shaw Festival in Niagara-on-the-Lake.
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MATCO MARKET INSIGHTS - CANNABIS: THE NEW NORMAL

AUGUST 20 / BARON LEE, CFA, Portfolio Manager
Consuming cannabis is the new normal. In 2013, Uruguay was the first country to legalize recreational cannabis. In 2018, Canada was the first industrialized country to legalize recreational cannabis. Today, there are over fifty countries that have legalized medical and/or recreational cannabis.
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MATCO MARKET INSIGHTS – COVID-19 AND CORRUPTION

AUGUST 5 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
The International Monetary Fund (IMF) recently posted a blog about corruption and COVID-19.
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MATCO MARKET INSIGHTS – LOWER YOUR TAXABLE INCOME

JULY 30 / JASON N. VINCENT, PFP, TEP, President & Chief Operating Officer
Take advantage of income splitting and pay less tax by using a spousal loan
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MATCO MARKET INSIGHTS - GIC's A DEAL WITH THE DEVIL

JULY 23 / TOM STACHIW, CIM, Portfolio Manager
In the current economic environment, buying GICs can feel like making a deal with the devil.  With interest rates at lows, with little to no projection to increase in the near term, what is the real price you pay to guarantee and lock in your return?
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MATCO MARKET INSIGHTS - COMFORTABLY NUMB

JULY 10 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Pink Floyd’s classic song ‘Comfortably Numb’ sums up the current state of global markets and the economy. Central bankers (‘the doctors’) have successfully revived the global economy (‘the patient’) from the COVID crisis through massive injections of liquidity
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MATCO MARKET INSIGHTS – DIVIDENDS: A BIRD IN THE HAND

JULY 6 / JORDAN BECKET, CFA, Analyst
The old investing adage “a bird in the hand is worth two in the bush” signifies the importance that dividends and return of capital play in a sound investment strategy.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q2 2020

JUNE 30 /
The first half of 2020 has been a rollercoaster on several fronts. At the beginning of the year, the COVID-19 virus was widely viewed as a minor medical and sociological threat. However, on March 11th it was declared a global pandemic by the World Health Organization which led to a halting of the global economy, outside of essential services.
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MATCO MARKET INSIGHTS – STAYING AHEAD OF THE CURVE

JUNE 23 / TREVOR GALON, CFA, Chief Investment Officer
Within our Matco investment process, there are two primary layers of investment management. The first layer is security or stock selection, which is similar to choosing the ingredients for a recipe.
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MATCO MARKET INSIGHTS – BENEFITS OF SUSTAINABLE INCOME FROM YOUR INVESTMENTS

JUNE 16 /
During their working years, many people become accustomed to a consistent pay cheque being available in their personal bank accounts on a bi-weekly basis.
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MATCO MARKET INSIGHTS – CYBER CRIME PREVENTION TIPS

JUNE 8 / LINDSAY BRYANT, Manager Client Services
COVID-19 has certainly changed the way we work and live. One of the most positive outcomes is improved productivity. Evidence can be found all over social media as friends and family share posts of de-cluttered spaces, learn a new language and grow the ever-elusive sour dough yeast.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 3 (21 min)

MAY 29 /
Q&A with Matco Investment Team regarding our Top Ten Investment Themes for 2020
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MATCO MARKET INSIGHTS – 4 REASONS YOU NEED A FINANCIAL PLAN TODAY

MAY 20 / TOM STACHIW, CIM, Portfolio Manager
Have you ever hit the road heading to a place you have never been without a map? Or arrived at the airport with no idea of your destination? Setting goals and building strategies to reach them are elements of successful behavior.
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MATCO MARKET INSIGHTS – STRANGER THINGS: WELCOME TO THE UPSIDE DOWN

MAY 15 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Like the Netflix hit series ‘Stranger Things’, the global COVID crisis has turned the lives of billions of people upside down for the last three months.
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MATCO MARKET INSIGHTS – ARE ALL BOND FUNDS CREATED EQUAL, MR. BOND?

MAY 8 / TREVOR GALON, CFA, Chief Investment Officer
The world of bonds, the boring capital market security that has failed over the years to provide the same dramatic appeal and excitement as the stock market.
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MATCO MARKET INSIGHTS – A LIGHT AT THE END OF THE TUNNEL

MAY 4 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Since March 22nd, global stock markets have had a powerful rally with Canadian and U.S. stock markets, up 36% and 34%, respectively as of April 29th.
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MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 2 (13 min)

APRIL 24 /
Q&A with Baron Lee, Portfolio Manager of the Matco Cannabis Fund
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PODCAST EPISODE 1 (17 min)

APRIL 21 /
Q&A with Trevor Galon, Chief Investment Officer – answers the top questions that clients are asking now Host: Anil Tahiliani, Vice President & Portfolio Manager
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MATCO MARKET INSIGHTS – ECONOMIC VIRUS: WHATEVER IT TAKES

APRIL 3 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Given the stalling of the global economy in order to stop the spread of COVID-19, central banks and governments are forced into a corner to do “whatever it takes” to dampen the impact of a recession.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q1 2020

MARCH 31 /
Over the last year and half, there has been a great deal of debate surrounding the current economic expansion and whether it can sustain itself for a longer period. What is unanimous is that recent global developments represent a material threat to the economy going forward.javascript:;
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MATCO MARKET INSIGHTS – FOCUS ON DIVIDENDS, AVOID CYCLICALS

MARCH 24 / MICHAEL RYVAL, Morningstar
Despite a severe market correction brought on by fears of a global pandemic around the coronavirus, or COVID-19, Anil Tahiliani, a portfolio manager and vice-president at Calgary-based Matco Financial Inc., is hanging in with his portfolio selections and has in fact added to some existing holdings on price weakness.
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MATCO MARKET INSIGHTS – OIL PRICE DECLINE AND CORONAVIRUS

MARCH 9 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
On the weekend, Saudi Arabia cut its official crude selling prices for April, effectively launching an oil price war against Russia. The price cut was a result of Russia and Saudi Arabia failing to agree on terms surrounding further production restrictions that were slated to begin April 1st.
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MATCO MARKET INSIGHTS  – DEFENSE IS THE BEST OFFENSE

MARCH 2 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
Since February 21st, investors have been gripped by the fear of the Coronavirus spreading globally and causing the next recession. Unfortunately, given the digital age we live in, fear, bad news and fake news all spread faster than good news.
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MATCO MARKET INSIGHTS – CORONAVIRUS CONTAGION FEARS DRIVE GLOBAL STOCK MARKETS SELLOFF

FEBRUARY 24 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
News that the Coronavirus (Covid-19) is spreading outside of China, has caused investors to hit the panic sell button. With Covid-19 not yet contained, the economic damage continues to spread from China and across multi-national companies in the airline, hotel, cruise, casino, entertainment and logistics sectors.
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MATCO MARKET INSIGHTS – MATCO SMALL CAP FUND UPDATE

FEBRUARY 20 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
This morning one of the Fund’s top ten holdings (with a 3.7% portfolio weight) – Northview Apartment REIT announced a takeover proposal at a 12% premium to yesterday’s closing price. The all cash deal is expected to close in the third quarter.
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MATCO MARKET INSIGHTS – TESLA TO INFINITY AND BEYOND

FEBRUARY 7 / ANIL TAHILIANI, MBA, CFA, Vice President, Portfolio Manager
As of Feb. 4th, Tesla’s stock year to date has gained 112% in less than 24 trading days. Is this parabolic move based on fundamentals or just irrational exuberance? We looked under the hood to check out the facts.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q4 2019

DECEMBER 31 /
The year that was 2019, from a global capital markets perspective, could be characterized as one dominated by geo-political headlines. The U.S.-China trade war, Brexit uncertainty, the Canadian Federal Election and active central banks are among the list of major events that carried us through the calendar year.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q3 2019

SEPTEMBER 30 /
In past years, investors often enjoyed a relatively quiet summer with less frequent economic and political headlines. Those times appear to be a thing of the past, as the laundry list of developments continues to grow as we progress through 2019.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q2 2019

JUNE 30 /
The first half of 2019 has been positive from a capital markets perspective, especially when considering the broader political and economic context. The global economy continues to grapple with several geo-political and trade related challenges, while the U.S. economy progresses closer to the end of a secular expansionary cycle.
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MATCO'S QUARTERLY MACRO OVERVIEW – Q1 2019

MARCH 31 /
The transition from calendar 2018 to 2019, from a capital markets perspective, has been an eventful one. The theme of heightened market volatility experienced over the last eighteen months remained prevalent as the baton was passed from one year to the next.
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MATCO MARKET INSIGHTS – SAUDI ARAMCO: WHAT'S THE BIG DEAL WITH THIS REALLY BIG DEAL

NOVEMBER 28 / TREVOR GALON, CFA, Chief Investment Officer
In this edition of Matco Insights, we take a closer look at the upcoming Saudi Aramco IPO while exploring some worthwhile market implications and considerations. More specifically, how could this potentially historic milestone within the energy sector impact the markets and your portfolio.
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