News
Posted in: News Posted on: November 08, 2024
In his latest letter, our CEO Hussein Amad reflects on the 2024 U.S. election’s unpredictability and its potential effects on the economy. With a focus on Trump’s anticipated policies—such as tax cuts, tariffs, and support for digital currencies we foresee inflationary pressure but also new investment opportunities, especially in sectors…
Posted in: News Posted on: November 04, 2024
Yorkville Asset Management Inc. has announced the opening of Back In Motion’s second multidisciplinary health clinic in Ontario, located at Chelsey Park in London. This facility will provide comprehensive health services to residents and the local community, aligning with Yorkville's strategic initiative to enhance the value of its real estate…
Posted in: News Posted on: October 29, 2024
At Yorkville, we pay particular attention to the M&A landscape as it has implications for how we allocate capital in the public markets. For example, if one of the companies we own is the target of a takeover, it will typically drive the stock price materially higher. While searching for…
Posted in: News Posted on: October 09, 2024
Markets continued to march higher in September, thanks in large part to the US Federal Reserve's somewhat surprise announcement of a 50 basis point rate cut during the month. While markets were pricing in a chance of this larger cut, the news nonetheless was a catalyst to drive equity markets…
Posted in: News Posted on: September 12, 2024
August introduced some more significant volatility to markets that hadn’t been seen recently, with asset prices whipsawing from steep drops at the beginning of August to modest gains by the end of the month. Early volatility was driven by a weak US jobs report increasing the likelihood of larger rate…
Posted in: News Posted on: September 03, 2024
Roger Federer’s career illustrates the importance of resilience and long-term perspective, valuable in both tennis and investing. Just as Federer didn't let lost points derail his success, investors should focus on long-term gains rather than short-term losses. Adopting this mindset helps navigate market uncertainties and achieve substantial growth over time.…
Posted in: News Posted on: August 12, 2024
In July, investors decided to switch from high-growth sectors to more defensive ones. That move was influenced by some strong consumer data and positive GDP figures in the US and Eurozone. The US and Canadian markets both saw great sales and earnings growth, with the S&P/TSX Index having its best…
Posted in: News Posted on: August 06, 2024
Starting in January 2024, attacks on ships by Houthis in Yemen have caused shipping routes between Asia and Europe to bypass the Red Sea/Suez Canal, increasing transit times and fuel costs by 40% and driving up shipping rates. As happened previously in 2021, a rise in shipping rates is expected…
Posted in: News Posted on: July 26, 2024
Yorkville Asset Management Inc. is pleased to announce a special distribution of the Yorkville Health Care Fund issued on July 22, 2024.. CLICK HERE to read the full release.
Posted in: News Posted on: July 22, 2024
President Biden announced he would not seek re-election, endorsing VP Kamala Harris as his successor, which had little impact on market sentiment as seen by the muted market reaction. Despite this announcement, betting markets show Trump's odds for winning the 2024 Presidential Election remain largely unchanged. CLICK HERE FOR THE…
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