More Insights from Trevor Galon

MATCO MARKET INSIGHTS - INFLATION DEBATE 2.0: COMMODITIES

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 - CANADIAN FEDERAL BUDGET 2021: FLASH UPDATE

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

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 – THE MARKET'S EXPENSIVE: WHAT DOES THIS MEAN FOR YOUR INVESTMENT PORTFOLIO?

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 – ELECTION WAVES ON THE SURFACE; STRONG EARNINGS UNDERCURRENT BELOW

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 - THE INFLATION DEBATE AND WHAT IT MEANS FOR YOUR PORTFOLIO

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 – STAYING AHEAD OF THE CURVE

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 – ARE ALL BOND FUNDS CREATED EQUAL, MR. BOND?

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 – SAUDI ARAMCO: WHAT'S THE BIG DEAL WITH THIS REALLY BIG DEAL

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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