Jesika Baranyai
Our CEO, Hussein Amad, shares his insights on these shifting dynamics in his letter, How to Thrive in a Changing World Order. He discusses the impact of U.S. policy on global markets, the growing importance of local investment, and how Yorkville is adapting its strategies - placing a strong emphasis on Canadian healthcare and long-term care investments to generate sustainable growth and returns.
TORONTO – March 24, 2025 – Yorkville Asset Management Inc. (“Yorkville”) is pleased to announce that it has received regulatory approval to complete the acquisition of 21 long-term care homes from Revera, with an expected closing date of May 1, 2025. CLICK HERE TO READ MORE
Key highlights from February market trends:
- Markets dipped as tariff concerns led investors to play it safe. Defensive sectors like Healthcare and Consumer Staples did well, while big tech stocks like Tesla (-28%) and Amazon (-11%) saw sharp declines.
- Bond markets rose as investors moved to safer assets, pushing the US 10-year yield down by 33 basis points.
- The Canadian dollar fell 0.6% due to trade uncertainty, while the US dollar weakened as Trump’s policies aimed to lower its value.
- Bitcoin dropped 17.5% in a market correction, while gold gained over 2% as investors sought stability.
Key highlights from January’s market trends:
- Equity markets saw positive gains, with Communication Services and Healthcare leading while IT lagged due to concerns over China’s new AI model, DeepSeek.
- The US Federal Reserve held rates steady, while the Bank of Canada cut by 25 basis points, adding pressure to the Canadian dollar.
- The Trump administration’s announcement of tariffs on Canada, Mexico, and China caused initial market fluctuations, though a one-month delay has eased concerns.
- Bitcoin surged again, benefiting from optimism around new US crypto policies.
February 12, 2025 – Yorkville Asset Management Inc. (“Yorkville”) is pleased to announce that the Yorkville Health Care Fund (the “Fund”) has been added to Wellington-Altus’ Private Wealth Platform (“the Wellington-Altus Platform”). READ MORE
An article written by Derek Brenzil discussing the potential market impacts following Donald Trump’s inauguration in 2025.
Some key highlights:
- Tariffs and Trade Policy: The possibility of significant tariffs being implemented raises concerns about inflation and economic instability.
- Inflation Concerns: There is a risk of a second wave of inflation, which could affect interest rates and market performance.
- Energy Sector: The focus on US energy independence may lead to changes in oil prices and production dynamics
- Defence Spending: Increased NATO spending could benefit the defence sector.
- Market Volatility: We anticipate continued market volatility, making diversified and prudent investment strategies essential.
After the strong initial rally following Donald Trump's successful US Presidential race, we saw markets take a slight breather in the final month of the year. Nonetheless, major indices ended the year in positive territory across the board and the macroeconomic backdrop is broadly constructive for 2025. While we remain cautiously optimistic for risk assets over the next 12 months, we continue to closely monitor new developments as we have experienced two very strong year of equity market returns and valuations are somewhat elevated compared to historical levels.
Markets rallied strongly in November following Donald Trump's re-election, driven by optimism about his business-friendly policies, despite uncertainty about which campaign promises will materialize.
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