Cutting Through the Noise
December 11, 2019
We're excited to announce that Neil Jensen is now our Chief Executive Officer (CEO), with Tom Bradley becoming Chair and Chief Investment Officer (CIO).
Read MoreDecember 2, 2019
With the 'bezzle,' you don’t know you’ve been robbed until much later. Tom Bradley reviews three probable sources of this illusory wealth that are on the investment landscape today.
Read MoreNovember 28, 2019
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 25, 2019
Singles' Day, a made-up holiday in China, has turned into the world's biggest shopping day, outpacing Black Friday and Cyber Monday combined — a reminder of the immense scale of China's consumer market.
Read MoreNovember 18, 2019
There's a smackdown going on in private equity as public investors are starting to drive a harder bargain.
Read MoreNovember 12, 2019
Late last year, it looked like a good time to get out of the market and sit out what many observers were forecasting would be an ugly 2019. Hasn't exactly worked out well for those who sold—proving once again that you simply can't time the market.
Read MoreNovember 4, 2019
The investment industry invents new words, gives existing ones new meaning, and of course, there’s a slew of acronyms. Here's a much needed translation.
Read MoreOctober 28, 2019
Gin is having a moment. The juniper-based spirit is everywhere these days, with more selection than ever. But is a vast product shelf always a good thing for consumers?
Read MoreOctober 21, 2019
Whether it’s next week, next year or beyond, we need to remember that a recession’s relationship to investing is a complicated one. Here’s what we mean.
Read MoreOctober 15, 2019
The struggle between thinking long term and making decisions based on short-term information and feedback is a mighty one. Here's a great video that brings it to life.
Read MoreOctober 9, 2019
October 7, 2019
WeWork is the latest poster child for companies that are disrupting established industries. But is it the next Amazon, or the next Valeant? Tom Bradley weighs in.
Read MoreOctober 3, 2019
There are ways to avoid the currency risk associated with owning foreign stocks. In our view, though, it's best to avoid such hedging.
Read MoreSeptember 26, 2019
Money for nothing remains a controversial topic well beyond the Dire Straits song. We explain.
Read MoreSeptember 23, 2019
Ultra-low interest rates and continued borrowing are seemingly the solution to every problem or slowdown these days. Tom Bradley elaborates in his Financial Post column.
Read MoreSeptember 16, 2019
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreSeptember 12, 2019
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.
Read MoreSeptember 9, 2019
Bonds and stocks are promoting very different outlooks right now. Here are some possible reasons why.
Read MoreAugust 28, 2019
What's a suitable level of exposure to real estate stocks in my portfolio? It's a bit of a loaded question, but here's our response.
Read MoreAugust 26, 2019
If you're receiving most of your investment income from stocks, it's time for a gut check.
Read MoreAugust 19, 2019
Scott wrote a reflection last summer on some of the observations, tips and lessons he's learned over two decades working in this business. Well, another year has passed and he thought he'd share one more.
Read MoreAugust 14, 2019
August 12, 2019
Do something your parents' generation don't do nearly enough of — ask questions.
Read MoreAugust 6, 2019
Several fund companies are reducing the risk ratings on many of their funds. Here's why this doesn't pass the smell test.
Read MoreJuly 29, 2019
With liquid alts there are lots of moving parts, the landscape is competitive, and the fees are high. Tom elaborates in his Financial Post column.
Read More