Blog

Cutting Through the Noise


January 22, 2019

By Salman Ahmed

Clarifying book value

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

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January 17, 2019

By Scott Ronalds

The benefits of diversification - 2018

A colourful look at the benefits of diversification.

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January 14, 2019

By Tom Bradley

Market narratives spread like epidemics and can turn on a dime

In his Financial Post column, Tom looks at how prevailing narratives influence economic and market behaviour.

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January 9, 2019

By Scott Ronalds

Bradley's Brief — Q4 2018

A brief look at the letter from the Prez.

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January 7, 2019

By Salman Ahmed

Fear of the unknown

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

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January 4, 2019

By Tom Bradley

Ideas for your RRSP and TFSA contributions

Not sure where to invest this year's RRSP or TFSA contribution? We've got a few ideas.

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January 1, 2019

By Scott Ronalds

Sixty-three thousand five hundred dollars!

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 $63,500!

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December 31, 2018

By Tom Bradley

Outlook 2019: Are the dog days over?

Thirteen market observations for what could be a bounce-back 2019.

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December 27, 2018

By Salman Ahmed

An update on our funds in this market correction

Sound bites from our year-end manager meetings.

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December 17, 2018

By Tom Bradley

If you want to invest like the Patriots, you need the right gameplan

Like the Patriots, portfolio managers have edges they can exploit. Here are three.

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December 12, 2018

By Tom Bradley

Meet Lisa

Meet our newest Associate Investor Specialist, Lisa Guo.

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December 6, 2018

By Tom Bradley

The Bank Profit Indicator

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

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December 3, 2018

By Tom Bradley

Bear market truths

Everyone becomes an economist in bad markets and tends to forget what they don’t know. Don't be that person.

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November 29, 2018

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 21, 2018

By Tom Bradley

Our playbook for falling markets

Our team came in on Monday morning to a longish email from president Tom Bradley on our strategy and recent investment moves. We thought the email would also be helpful for clients, so here is a slightly gussied up version.

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November 19, 2018

By Tom Bradley

What investors in the U.K. are talking about, when they aren't talking about Brexit

While we focus on pipelines, U.S. and Canadian politics, a big chunk of the world is in growth mode. Tom elaborates in his Financial Post column.

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November 14, 2018

By Tom Bradley

The best defense is a good offense

Deep thoughts from an executive forum on regulatory reform and the future of advice.

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November 8, 2018

By Scott Ronalds

Global Equity Fund: A look inside the new portfolio

Learn more about our new-look Global Fund! With the camera rolling, Tom recently sat down with the new manager to chat about her investment approach and some of the current areas of investment.

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November 5, 2018

By Tom Bradley

Lessons I learned from an investment industry legend

Bob Hager's lessons are still applicable today, with the most lasting ones coming from bad markets.

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October 30, 2018

By Tom Bradley

London Calling — Bank stocks

Tom reports back from London with some observations on how banks are viewed by non-Canadian investors.

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October 29, 2018

By Tom Bradley

Canada's place in your portfolio

Geographic diversification is crucial in any portfolio. But the types of companies you own and the investment approach you pursue shouldn't play second fiddle.

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October 25, 2018

By Scott Ronalds

The grind

Markets have been jumpy this month and you may be getting nervous. A little counsel and context can come in helpful at times like this.

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October 22, 2018

By Tom Bradley

When it comes to markets, it's hard to define what 'normal' is. But this isn't it.

In his Financial Post column, Tom suggests there are lots of reasons to believe that today’s investment landscape is anything but normal.

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October 18, 2018

By Tom Bradley

London Calling — Brexit

Tom reports back from London on a little topic that seems to be preoccupying people in the UK — Brexit.

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October 10, 2018

By Scott Ronalds

Bradley's Brief — Q3 2018

A brief look at the letter from the Prez.

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