Nexus Report

The Nexus Report is where you’ll find a comprehensive review of each quarter, including our four Nexus pooled funds and our thoughts on the market outlook.

2013 Reports

Q1 | March 2013
This is the first publication of The Nexus Report. It is a product of our efforts to continuously improve the reporting we give to clients. We hope
Q2 | June 2013
Turmoil returned to U.S. equity markets in June, but not enough to undermine what has been a fantastic stretch for investors in U.S. stocks. In fact
Q3 | September 2013
Perhaps the most important data series in the U.S. economic calendar is the non-farm payroll report released by the U.S. Bureau of Labor Statistics on
Q4 | December 2013
It is a rare investor that does not look back at 2013 with a big smile on his or her face. The year started with a relief rally as U.S. lawmakers

2012 Reports

Nexus North American Balanced Fund
To the delight of investors around the globe, 2012 has begun strongly. Defying the pessimism that pervaded capital markets at the end of 2011, many
After a strong start to 2012, the latest quarter proved more difficult for investors. While fixed income returns have provided a low but steady return
The summer of 2012 turned out to be most rewarding for investors in bond and stock markets alike. While there remain a number of prominent worries
At the conclusion of the third quarter of 2012, capital markets faced a number of important uncertainties that darkened the investment outlook
Nexus North American Equity Fund
To the delight of investors around the globe, 2012 has begun strongly. Defying the pessimism that pervaded capital markets at the end of 2011, many
After a strong start to 2012, the latest quarter proved more difficult for investors. While fixed income returns have provided a low but steady return
The summer of 2012 turned out to be most rewarding for investors in bond and stock markets alike. While there remain a number of prominent worries
At the conclusion of the third quarter of 2012, capital markets faced a number of important uncertainties that darkened the investment outlook
Nexus North American Income Fund
To the delight of investors around the globe, 2012 has begun strongly. Defying the pessimism that pervaded capital markets at the end of 2011, many
After a strong start to 2012, the latest quarter proved more difficult for investors. While fixed income returns have provided a low but steady return
The summer of 2012 turned out to be most rewarding for investors in bond and stock markets alike. While there remain a number of prominent worries
At the conclusion of the third quarter of 2012, capital markets faced a number of important uncertainties that darkened the investment outlook
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