by Avenue Investment Management | Oct 14, 2016 | News Articles & TV, The Globe & Mail
By Bryden Teich – this article appears in the Globe and Mail The September jobs report released last week served as an important milestone for the U.S. economy. We have now had 72 consecutive months where the U.S. economy has added jobs. In this time, more than...
by Avenue Investment Management | Oct 11, 2016 | Case Studies
Download Usually politics grabs the news headlines but does not have much effect on investments. Profit margin cycles and the direction of interest rates evolve gradually over decades and are the real long term drivers of investment returns, unless you experience a...
by Avenue Investment Management | Oct 11, 2016 | Quarterly Letters
Download The last three months have seen the continuing trend of gradually rising interest rates in both Canada and the US. In this quarter’s letter we will elaborate on Avenue’s bond portfolio strategy where the majority of our investments are in shorter maturity...
