Cutting Through the Noise
April 7, 2020
As Lenin famously said, “There are decades where nothing happens; and there are weeks where decades happen”. Last month felt like one of those times. Here are some non-investment related impressions of the month in numbers.
Read MoreMarch 30, 2020
In bear markets, we’re overwhelmed by what we don’t know. But as we wrestle with the unknowables, it's useful to lay out what we do know and to lean on some time-tested truths.
Read MoreMarch 24, 2020
A review of the tax documents you should have received from us this year along with a brief description of their purpose.
Read MoreMarch 20, 2020
Despite the predicament we’re all in, there are some people, corporations and organizations that are doing great things. We could all use a good story these days. Here are a few.
Read MoreMarch 19, 2020
Bob Hager was at his best when markets were at their worst. Here's how we're leaning on his playbook in this downturn.
Read MoreMarch 16, 2020
It’s hard to time the market at the best of times and almost impossible when you’re sitting in cash. Tom Bradley explains in his Financial Post column.
Read MoreMarch 13, 2020
We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.
Read MoreMarch 6, 2020
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.
Read MoreMarch 5, 2020
March 2, 2020
While fear surrounding the coronavirus hit stocks hard last week, it's important to not underestimate the market’s ability to assess a risk, adjust to it and move on.
Read MoreFebruary 24, 2020
Some perspective on the economic impact of the coronavirus and what we're doing on your behalf.
Read MoreFebruary 20, 2020
With the camera rolling, we recently sat down with our five managers for an update on the investment themes they’re pursuing and some of the compelling companies they’re finding.
Read MoreFebruary 18, 2020
Sacrificing liquidity is a valuable investment strategy since not all your holdings need to be easily tradeable. But you have to be comfortable owning such assets for a long time. Tom Bradley explains in his Financial Post column.
Read MoreFebruary 12, 2020
A recording of our annual client presentation, in which we review the performance and positioning of our funds, our views on the current investing environment, and our advice for investors.
Read MoreFebruary 3, 2020
"Make yourself comfortable on the couch." What a therapy session for short-term traders might look like.
Read MoreJanuary 27, 2020
In a bit of a risky move, we've collaborated on a song about investing. But so far, clients seem to love it. Were we snubbed at the Grammys? You be the judge.
Read MoreJanuary 23, 2020
Shopify has been on fire since it went public in 2015 and has been a great story for the Canadian technology sector. Let's just hope history doesn't repeat itself.
Read MoreJanuary 20, 2020
No matter how long the declining interest rate trend goes on, it’s wise to remember that rates are still a risk, not a given.
Read MoreJanuary 14, 2020
A colourful look at the benefits of diversification.
Read MoreJanuary 9, 2020
January 1, 2020
With the turn of the calendar comes a fresh $6,000 in contribution room for your Tax-Free Savings Account (TFSA). Even better, the lifetime contribution limit for these accounts now stands at $69,500.
Read MoreDecember 30, 2019
The odds of getting a market forecast right are very low — so here's one recommendation that’s guaranteed to produce better investment outcomes.
Read MoreDecember 23, 2019
A shameless plug for our upcoming book, It's Really Not Rocket Science: Plain-English Advice for Managing Your Investments.
Read MoreDecember 19, 2019
Canada's big banks make gobs of money. We feel obligated to report just how much.
Read MoreDecember 16, 2019
What drives the market in 2020 is probably not the hot button issues we're reading about now.
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