Jesika Baranyai
In his latest article, Tyler Freier breaks down how the rise of GLP-1 weight-loss drugs is reshaping consumer habits, and entire industries. As people eat out less and shift toward healthier choices, brands that adapt through innovation and strategic pivots are best positioned to win in 2025.
Click here to read the article.
Yorkville Asset Management, Inc. and Aegon Asset Management are excited to announce the formation of a strategic partnership in Canada, aimed at delivering enhanced value to Canadian institutions, financial advisors, and investors.
Here’s a quick recap of June:
Markets moved higher in June as strong economic data and earnings helped ease concerns around tensions and trade talks.
Equities remained strong:
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NASDAQ led again, up 6.6%
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S&P 500 rose 5.1%; TSX up 2.9%
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Top sectors included Information Technology and Communication Services
Currency & commodities:
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The U.S. dollar weakened for the second month in a row
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Oil rebounded +7.1% amid geopolitical concerns
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Gold held steady; Bitcoin rose another 2.6%
In his latest article, Tyler Freier breaks down how the food industry evolved in 2024 and what that means for 2025. With restaurant prices rising faster than groceries, more people are choosing to eat at home, forcing restaurants to compete harder for value-focused customers. Fast-casual chains like Chipotle and Cava stood out by offering affordable options without sacrificing quality, while traditional casual dining spots struggled to keep up. Tyler looks at how bankruptcies hit the industry hard and why brands that adapt quickly, through smart pricing, innovation, and leadership changes, are best positioned to succeed moving forward.
Here’s a quick recap of May:
Equities moved higher across the board:
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NASDAQ led with a 9.6% gain
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S&P 500 up 6.3%; TSX up 5.6%
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Top performers included Nvidia, Microsoft, and Meta
Currency & commodities:
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The U.S. dollar continued to weaken
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Oil rose slightly; gold held steady
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Bitcoin jumped over 10%
In his latest article, Jackson Arender explores how small, committed groups can have a major influence on markets, a concept known as the “Minority Rule” from Taleb’s Skin in the Game. From plant-based diets to Bitcoin adoption, he explains how niche trends can lead to powerful investment opportunities.
Here's a quick recap of April:
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Markets kicked off with volatility after Trump’s “Liberation Day” announcement, but quickly rebounded as the tone shifted.
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Equities were mixed:
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International stocks led, up 3.6%
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NASDAQ finished slightly positive; Dow Jones down over 3%
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Tech and Communication Services stood out: Palantir (+40%), Crowdstrike (+22%), Netflix (+21%), and Axon (+17%) were top performers
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Energy lagged as oil prices fell
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Bonds saw a slight dip (-0.5%)
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Currency and commodities highlights:
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The U.S. dollar declined more than 4%
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Oil dropped 18% (WTI below $60)
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Gold climbed 5%
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Bitcoin rose nearly 15%
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Yorkville Asset Management Inc. (“Yorkville”) is pleased to announce the successful completion of its acquisition of 21 long-term care homes from Revera, effective May 1, 2025.
A few key developments from March:
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Concerns around the Trump administration’s tariff path have heightened market volatility, with a further sell-off following official announcements in early April.
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The NASDAQ dropped over 8% in March, with Technology and Consumer Discretionary sectors underperforming. Canadian equities were more resilient, buoyed by strength in Energy and Materials. Defensive sectors like Utilities and Healthcare gained traction.
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Fixed income saw modest declines as widening credit spreads signals growing caution, even as U.S. 10-year yields held steady.
A Case Against Tariffs, Hussein Amad explains how rising tariffs could lead to higher consumer prices, slower economic growth, and increased global tension. Despite the uncertainty, he sees opportunity: Yorkville is actively using hedged strategies - such as selling puts on high-quality stocks - to manage downside risk while positioning for long-term upside.
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