A WORD FROM THE PEMBROKE TEAM
As 2024 progresses, the economic environment is beginning to shift in a more favourable direction. After a prolonged period of high inflation and elevated interest rates, we are now seeing encouraging signs of easing pressures. With both inflation and borrowing costs on a downward trend, opportunities are emerging.
In this issue’s Investment Commentary and Outlook, the team reflects on the evolving economic landscape and how Pembroke is navigating this period of transition. Our other articles provide detailed commentary on all of Pembroke’s strategies.
Finally, we invite you to watch two interesting recordings.
The first explores the trade, regulatory and investment implications of the US election for Canadians, with expert insights from Dr. Laura Dawson and Andrew Garschagen.
The second features Nicolas Chevalier’s appearance on RDI’s Zone Économie, where he discussed with journalist Gérald Fillion how investor personality and cognitive biases shape financial decisions (in French).
Sincerely,
The Pembroke Team
PEMBROKE IN THE NEWS – INVESTOR PERSONALITY
On October 11, 2024, Nicolas Chevalier was invited to the Zone Économie television broadcast on RDI (Radio-Canada) for a discussion with journalist Gérald Fillion on the impact of investor personality and cognitive bias on investment decisions. Click below to watch the interview (in French only).
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Canada, the Markets and the US Elections
The 2024 US election will have far-reaching implications for the global economy, affecting trade, regulation and investment strategies. As Canadians, this election hits close to home.
On October 9, 2024, we held a discussion on how this election could shape the financial landscape in Canada and beyond.
DISCLAIMER
This report is for the purpose of providing insight into Pembroke and the Pembroke strategies. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.