Blog

Cutting Through the Noise


December 22, 2022

By Scott Ronalds

Saga of the Cariboo Camels

What the story of 23 camels brought to the Cariboo in the 1860's can teach us about culling an investment.

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December 19, 2022

By Salman Ahmed

Video: Are small-cap stocks a good investment now?

Salman Ahmed talks to our global small-cap manager about his outlook for the asset class and positioning of our fund.

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December 15, 2022

By Salman Ahmed

Top holiday financial tips from the experts

Some timely personal finance tips from four of Canada's leading financial planners.

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December 14, 2022

By Neil Jensen

Job Opportunity: Investor Specialist (Toronto)

We are looking for an Investor Specialist to join our growing team in Toronto.

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December 12, 2022

By Tom Bradley

Questions to ask when looking at companies that have yet to turn a profit

Investors are less starry-eyed about tech and growth companies in 2022 and want to see real earnings, or at least a credible plan to get there. Here are the questions to ask when looking for the next future profit machines.

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December 8, 2022

By Salman Ahmed

Video: Investing in Europe amidst a war and energy crisis

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in Europe during a time of war, political uncertainty, and an energy crisis.

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December 6, 2022

By Salman Ahmed

Video: China, Asia, and Emerging Markets Investment Outlook

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in emerging markets and the associated opportunities and challenges.

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November 30, 2022

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 28, 2022

By Tom Bradley

It takes two to tango, so investors should figure out what the other side is thinking

For every buyer, there's a seller with a different opinion. That's what makes a market. Which is why it can be helpful to pause to understand what the investor you’re transacting with is thinking before hitting the buy or sell button.

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November 25, 2022

By Tom Bradley

If you wait for certainty ...

'If you wait for certainty you'll miss the market.' These words of wisdom from Bob Hager refer to the notion that by the time the concerns and risks of the day are resolved, stock prices will already be significantly higher.

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November 24, 2022

By Salman Ahmed

Video: The future of global tech stocks — is this an opportunity or is there more pain to come?

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about the global technology sector.

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November 21, 2022

By Tom Bradley

My 15 minutes of fame

Tom Bradley's speech from his induction into Canada's Investment Industry Hall of Fame, which took place on October 27.

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November 15, 2022

By Tom Bradley

Things investors should focus on and things they can probably ignore

Tom Bradley offers a few ideas to help you manage your attention capacity when it comes to investing.

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November 3, 2022

By Scott Ronalds

Savings Fund yield on the rise

Savers haven’t had much to cheer about over the last decade, with short-term interest rates at rock-bottom levels. Well, no longer. Rates have risen significantly this year, and the yield on our Savings Fund has followed suit.

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November 1, 2022

By Tom Bradley

There's a good side to oligopolies and a lack of competition if you're an investor

What’s hammering your budget may be benefiting your portfolio. Tom Bradley explains in his Financial Post column.

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October 31, 2022

By Scott Ronalds

Chris Stephenson recognized as one of Canada’s top financial advisors

We’re pleased to announce that Investor Specialist Chris Stephenson has been recognized as one of the country’s best financial advisors in the 2022 Report on Business ranking of Canada’s Top Wealth Advisors.

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October 26, 2022

By Scott Ronalds

Stocks are down a lot, is it time to 'start the car'?

Is it time to back up the truck on stocks? I’d say no. But it’s a decent sale, nonetheless.

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October 24, 2022

By Scott Ronalds

Income Fund Distribution Increased

While rising interest rates have hurt bond investors this year, there is a benefit: the increased cost of borrowing means higher interest payments to lenders. Bond portfolios are thus able to generate a higher income stream. In the case of our Income Fund, this has enabled us to increase its quarterly distribution.

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October 19, 2022

By Scott Ronalds

Video: Covering your assets — Estate planning tips and insights

Subject experts Julia Chung and Lucy Main provide tips and insights on wills, executors, powers of attorney, family dynamics, and tax planning.

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October 17, 2022

By Tom Bradley

Don’t let the market noise drown out what's right for you

The markets right now have a lot of “not right now” going on. The common refrain from economists, strategists and analysts is not to buy yet. But this seemingly ubiquitous viewpoint needs additional context.

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October 11, 2022

By Tom Bradley

Bradley's Brief — Q3 2022

Tom Bradley's quarterly letter to clients.

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October 3, 2022

By Tom Bradley

Things to watch for in a bear market

It’s a hard time to make investment decisions. The noise is high, and emotions are higher. Here are a few thoughts that may help balance the commentary and lower the temperature.

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September 27, 2022

By Scott Ronalds

Covering Your Assets: Estate Planning Tips and Insights Webinar, October 12

You’ve worked hard to build your wealth. Which is why it’s crucial to have a sound estate plan. Join our upcoming webinar for practical planning tips and insights from two leading experts.

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September 21, 2022

By Scott Ronalds

Co-investment update 2022

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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September 19, 2022

By Tom Bradley

Do this, don't do that: Investors should read these 11 signs

11 messages the infamous 'dude with sign' might consider if he focused solely on investing.

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