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During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

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A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.

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U.S. Vs. Canada: Where Should Investors Turn Now?

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Market Outlook: A Bumpy Path

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Institutional, Retail Investors Shed $27B In U.S. Stocks In Early April Sell-Off

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While the tariff introduction was telegraphed well ahead of time, the scope and scale of the tariffs surprised financial markets.

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The earnings conference calls held by the big energy equipment and services firms have shown their tariff exposure and strategies to deal with them.

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News that US-China trade talks will start this weekend has Brent crude trading higher. The supply side looks increasingly more comfortable due to the aggressive supply hikes from OPEC+.

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Despite mounting financial pressure, China says it won't negotiate until the Trump administration shows 'sincerity' by canceling tariffs on its goods.

SeekingAlpha

During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

SeekingAlpha

A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.

SeekingAlpha

What can the capital spending plans of US companies tell investors about the long-term health of economy and markets? TD Asset Management's Terence Chung shares his views.