Real Numbers Behind Investment Decisions
You don't need hype when the data speaks clearly. Our statistical analysis breaks down market patterns, historical performance, and risk factors so you can see what actually matters for your investment strategy.
Explore Learning ResourcesWhat the Numbers Actually Tell Us
Over the past decade, we've tracked thousands of investment instruments across Canadian markets. The patterns aren't what most people expect.
Traditional portfolios with mixed asset allocations showed resilience during the 2024 market adjustments. But here's what surprised us—the timing of rebalancing mattered more than most investors realized.
How Different Instruments Actually Performed
We analyzed performance across major categories throughout 2024. Some results aligned with expectations—others didn't.
Equity Markets
Canadian equity funds showed steady growth through Q1-Q3 2024, with technology sectors leading. Energy stocks recovered in late 2024 after two years of uncertainty.
Fixed Income
Bond markets experienced interesting shifts as interest rate adjustments stabilized. Provincial bonds outperformed expectations in the second half of 2024.
Real Estate Funds
Commercial REITs faced headwinds, but residential property trusts adapted well. The split between urban and suburban holdings made a measurable difference.
International Exposure
Emerging markets provided diversification benefits without the volatility many feared. European markets showed resilience through geopolitical challenges in 2024.
Balanced Portfolios
Mixed allocation strategies delivered consistent returns. The key was regular rebalancing—quarterly adjustments outperformed annual reviews by measurable margins.
Alternative Assets
Commodities and alternative investments provided hedge opportunities during market uncertainty. Gold maintained its traditional role, while newer instruments showed promise.
Beyond the Headlines
Market news moves fast. Statistical analysis takes longer but reveals more useful patterns.
We track performance metrics that matter for long-term investment decisions. Not just returns—but volatility, correlation, recovery times, and how different instruments behave during market stress.
- Rolling 5-year performance data updated monthly
- Correlation analysis between asset classes
- Drawdown recovery patterns across market cycles
- Sector rotation timing and historical precedents
Malcolm Hendrickson
Senior Market Analyst
People often ask me what single statistic matters most. There isn't one. Investment decisions need context—time horizon, risk tolerance, market conditions. What I can tell you is that diversification still works, but it requires understanding how assets actually correlate during stress periods. The calm market correlations from 2023 changed significantly in 2024. That's why we keep updating our analysis and sharing what we learn.