David Wolf, David Tulk and Ilan Kolet

Asset allocation quarterly – from a Canadian perspective

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Read David Tulk's bio

Read Ilan Kolet's bio

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11 Questions for 2024

First Quarter 2024

David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities. 

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2024 年的 11 個問題 (Chinese version)

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Potential

Fourth Quarter 2023

The GAA team explores the surprising resilience of the economy and the key questions facing investors.

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潛在市場情勢分析 (Chinese version)

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The Tip of the Spear

Third Quarter 2023

The GAA team explores the wide range of factors that contributed to the economic resilience in the first half of 2023, as well as the potential consequences.

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衝擊前端 (Chinese version)

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Five Questions and Five Charts

Second Quarter 2023

Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions.  This quarter, with the help of a few of their favourite charts, they’ll answer some more.

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15 questions to start 2023

First Quarter 2023

David Wolf, David Tulk and Ilan Kolet offer answers to the questions they’ve been getting most frequently from advisors and investors as we move into 2023.

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Three Pillars Holding as Macro Crumbles

Fourth Quarter 2022

In the context of a very tough financial year, policymakers have turned to aggressive means to keep inflation from becoming further entrenched in the markets. From this defensive position, we will look at the remaining key pillars that may factor into future market shifts.

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Modelling Behaviour

Third Quarter 2022

While macro-economic models are widely used across the investment industry, the ability to understand what may be wrong with them and position investments accordingly may help outperform the markets. In their latest paper, the GAA team discusses how they are taking advantage of model-driven consensus to enhance return in a risk-controlled way for Canadian fundholders.

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Rate hikes and their consequences

Second Quarter 2022

Central banks are set to rapidly raise interest rates to bring inflation under control. How may these rate hikes impact the performance of financial markets? In their latest paper, David Wolf, David Tulk and Ilan Kolet explore the impacts of rate hikes and how they are positioning their Canadian multi-asset class funds for Canadian investors.

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升息與其連帶效應 (Chinese version)