Blog

Cutting Through the Noise


Global Equity Fund: Portfolio Update

Last month we announced a new manager for our Global Equity Fund, Aristotle Capital Management. With the portfolio transition now complete, we wanted to provide an update on how the fund is invested.

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Canadian housing observations

Real estate bears are getting more airtime as prices have been rising. But they don’t put their money where their mouth is.

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Responsible investing myths

There are a number of myths about responsible investing. We attempt to debunk them.

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What is ESG integration?

A primer on ESG integration, the branch of responsible investing our managers subscribe to.

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Responsible Investing 101

A closer look at the different approaches to responsible investing, including ESG integration, SRI (socially responsible investing), and impact investing.

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Sustainable Steadyhand

A look at our framework for responsible investing, or what we're calling Sustainable Steadyhand.

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Stock Snapshot: Cargojet

A synopsis of Cargojet, an air cargo services company that we own in our Small-Cap Equity Fund.

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Responsible investing webinar

A recording of our virtual Town Hall on responsible investing.

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Sustainable Steadyhand Town Hall — October 15

As we endeavour to incorporate sustainability practices in how we run our business and funds, we're keen to bring our clients along with us on the journey. To this end, we're hosting a virtual Town Hall on October 15 and would love to have you participate.

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Stock Snapshot: Brookfield Renewable Partners

A synopsis of Brookfield Renewable Partners, a global operator of renewable power assets that we own in both our Equity Fund and Income Fund.

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An update on our funds

A rundown of some of the changes we've made in our funds this quarter.

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Things to do after Tiger King

Some investment-related things you might want to consider with any newfound time.

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Our managers are buying, and we are too

We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.

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What we're doing in these markets

The last two weeks have not been for the faint of heart. Here's an update on what we've been doing in this volatile environment.

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Global Equity Fund — One Year On

It's been a year since we changed the manager of our Global Equity Fund. We walk through why performance has been disappointing thus far and why we have confidence in the new manager.

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Market update

An update on the recent market volatility.

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Stock Snapshot — Philips

A synopsis of Philips, a global healthcare company we own in our Equity Fund.

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Clarifying book value

Book value is a term that can be confusing. We seek to clarify it.

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Fear of the unknown

Some words of wisdom from the steadiest of hands in this charged environment.

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An update on our funds in this market correction

Sound bites from our year-end manager meetings.

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Equity Fund Update

The manager of our Equity Fund, CGOV, was acquired by Fiera Capital this spring. After allowing some time for due diligence and critical thinking, here's an update on where we stand on the change in CGOV's ownership.

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I'm mad as hell and I'm not going to take it anymore!

Discount brokers are not permitted to provide advice, yet most fund companies pay them trailing commissions (ongoing advice fees) anyways. Some TD fundholders are finally taking a stand.

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Blockchain ... Just another story stock?

When a stock or industry is being driven more by speculation than fundamentals, we're happy to sit on the sidelines.

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Every decision has a trade-off — Even shoe purchases

A look at one of the most important trade-offs in investing — higher potential long-term returns or lower volatility.

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Global Equity Fund Update

A review of some of the topics that our Global Equity Fund manager (Edinburgh Partners' Sandy Nairn) covered during recent presentations in Vancouver and Toronto.

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