Blog

Cutting Through the Noise


December 23, 2020

By Scott Ronalds

Bruce Sellery and Tom Bradley: Tips for preparing for a down market

Tom Bradley and Bruce Sellery discuss tips for dealing with the next market pullback.

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December 21, 2020

By Tom Bradley

This year investors had their cake and ate it too. Will there be consequences in 2021?

Generally, investing is all about trade-offs. To get something, you need to give up something else. But in 2020, there are numerous examples of investors having their cake and eating it too.

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December 17, 2020

By Scott Ronalds

Evan Parubets, Investor Specialist

People are the core of every business. In this blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. In this post, Evan Parubets gets the spotlight.

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December 14, 2020

By Scott Ronalds

Important numbers for 2021

With the turn of the calendar fast approaching, we thought it would be timely to update you on a few important numbers for 2021.

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December 10, 2020

By Tom Bradley

The 2020 Bank Profit Indicator

Canada's big banks make gobs of money. We feel obligated to report just how much.

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December 7, 2020

By Tom Bradley

Be wary of what's baked in the cake

People are rightly enthusiastic about companies with exciting growth prospects like Tesla and Zoom. But as investors, we need to be wary about what's already baked in the cake.

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November 26, 2020

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 23, 2020

By Tom Bradley

Gold can be whatever you want it to be — which is why you should treat it with caution

Gold is back in vogue, rising from US$1,200 two years ago to US$1,900 today. In his latest Financial Post article, Tom Bradley provides some perspective on the precious metal and the role it can play in your portfolio.

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November 16, 2020

By Scott Ronalds

Investment opportunities in a post-vaccine world

With a COVID-19 vaccine on the horizon and signs that a change in market leadership could be in the offing, we discuss some of the investment opportunities we're excited about.

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November 12, 2020

By Tom Bradley

RRSP transfers: The dark side

If you move your RRSP to a new firm, they'll process the paperwork and get you up and running in no time. If you transfer assets out, it can take weeks. This imbalance is appalling and worthy of a rant. Here goes.

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November 9, 2020

By Tom Bradley

The Dip

Being a successful investor is less about being good at reading the economy, timing the market, or picking individual stocks, and a whole lot about dealing with the inevitable dips.

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November 4, 2020

By Tom Bradley

Red, white and who?

We woke up this morning to an undecided U.S. election. Here's why we suggest you sit tight through the drama and leave the investment stress to us.

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October 29, 2020

By Salman Ahmed

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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October 26, 2020

By Tom Bradley

When it comes to investing, don't believe everything you see on TV

If you find yourself listening to someone pontificate about where the market is going, it's best to change the channel.

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October 22, 2020

By Scott Ronalds

Jeff Stashuk, Associate Investor Specialist (and salmon enthusiast)

People are the core of every business. In this blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. Today, Jeff Stashuk gets the spotlight.

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October 19, 2020

By Salman Ahmed

Responsible investing webinar

A recording of our virtual Town Hall on responsible investing.

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October 13, 2020

By Tom Bradley

Why U.S. election results are trivial compared to these factors that will drive your portfolio returns

The U.S. election is seriously overhyped when it comes to investing — focus on these trends instead.

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October 8, 2020

By Scott Ronalds

Bradley's Brief — Q3 2020

Tom Bradley's quarterly letter to clients.

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September 29, 2020

By Salman Ahmed

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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September 28, 2020

By Tom Bradley

If stock valuations seem out of whack, blame the slow burn of a declining discount rate

High growth stocks like Shopify, Netflix, Tesla, Slack and Snowflake look extremely expensive when future earnings are discounted at 10%. At 5% it can be a much different story. Tom Bradley explains in his Financial Post column.

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September 17, 2020

By Scott Ronalds

Investing in retirement: Challenges and insights

For retired investors, the challenges of investing in an environment of ultra-low interest rates and highly volatile stock moves are amplified. We shed some light on the concerns we’ve heard from investors and provide some possible options.

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September 14, 2020

By Tom Bradley

The fifth risk of investing: Complexity

Complex investment products carry a lot of baggage, including a new set of unknowns and a lot of extra cost. Tom Bradley elaborates in his Financial Post column.

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September 10, 2020

By Scott Ronalds

Co-investment update 2020

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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August 31, 2020

By Tom Bradley

Signs that investors are paying far too much attention to short-term noise

There are some signs that we're in silly season as investors are gorging on everything that's hot at the moment. We'd all be wise, however, to focus on the opportunities that haven't gone viral yet.

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August 25, 2020

By Salman Ahmed

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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