Blog

Cutting Through the Noise


July 20, 2020

By Tom Bradley

What is going on?

Why does the stock market keep rising despite continual lockdowns? Tom Bradley shares some insights in his Financial Post column.

Read More

July 6, 2020

By Tom Bradley

Why investors shouldn't give up on the 'buy and hold' approach

The buy-and-hold approach has been out of vogue before, and will be again, but it has a lot going for it.

Read More

June 29, 2020

By Tom Bradley

A few words on expertise

It’s human nature to look for insight and foresight in wild times like we're experiencing now. But it’s not the time to bet the farm on one view of the future.

Read More

June 22, 2020

By Tom Bradley

Investment tips for millennials

It’s a great time to learn about investing. Indeed, the past three months have been equivalent to a two-year MBA. Tom Bradley provides some tips for new investors in his Financial Post column.

Read More

June 8, 2020

By Tom Bradley

For private assets, the pandemic repricing is just getting started

There's a category of investments that has been slower to react to the deteriorating economic outlook — private investments such as commercial real estate, infrastructure and private equity. This sorting-out process will be fascinating to watch. Here's a sneak preview.

Read More

May 25, 2020

By Tom Bradley

Growth stocks are having a moment, but here's why you shouldn't forget value plays

It’s a particularly interesting time to be an equity manager given that the market is being led by a narrow group of high-growth stocks. Tom Bradley elaborates in his Financial Post column.

Read More

May 11, 2020

By Tom Bradley

What investors can learn from B.C.'s superstar provincial health officer

As we watch Dr. Bonnie Henry's briefings on the West Coast, her intelligence, fortitude, empathy and calmness shine through — the perfect attributes for a financial advisor.

Read More

May 6, 2020

By Tom Bradley

Air Canada — A contrarian's dream or nightmare?

Air Canada's stock price has fallen considerably as the industry has been largely grounded during the pandemic — which has contrarian investors taking a long look. But is it toxic enough yet to buy?

Read More

April 27, 2020

By Tom Bradley

The economics of borrowing to invest make sense right now, but it's not for everyone

Investing with borrowed money may seem enticing when debt is cheap and markets are down, but the behavioural challenges that go along with it need to be carefully considered.

Read More

April 13, 2020

By Tom Bradley

How the coronavirus crash is setting the stage for the next oil boom

Agricultural commodities, industrial metals and energy are all trading at 10-year lows and the outlook is bleak. But contrary to the headlines, they’re all still highly cyclical and will again have their day in the sun.

Read More

March 30, 2020

By Tom Bradley

Coronavirus market crash was the fastest on record: Here's how to keep that in perspective

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 More

March 19, 2020

By Tom Bradley

Leaning on a legend

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 More

March 16, 2020

By Tom Bradley

Getting out of the market is easy - getting back in is the hard part

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 More

March 2, 2020

By Tom Bradley

Market panics like this one can be fertile ground for 'bottom-up' investors

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 More

February 24, 2020

By Tom Bradley

Is the stock market catching the virus?

Some perspective on the economic impact of the coronavirus and what we're doing on your behalf.

Read More

February 18, 2020

By Tom Bradley

Why illiquid investments are all the rage and what you need to know about their risks

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 More

February 3, 2020

By Tom Bradley

Therapy for speculators

"Make yourself comfortable on the couch." What a therapy session for short-term traders might look like.

Read More

January 20, 2020

By Tom Bradley

Interest rates have been a tailwind for investors for 40 years. Will this be the decade that changes?

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 More

December 30, 2019

By Tom Bradley

Forecasting the market is almost impossible — so here's what investors should do instead

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 More

December 19, 2019

By Tom Bradley

The Bank Profit Indicator

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

Read More

December 16, 2019

By Tom Bradley

Four reasons to be upbeat about markets you won’t find in the headlines

What drives the market in 2020 is probably not the hot button issues we're reading about now.

Read More

December 11, 2019

By Tom Bradley

Management changes at Steadyhand

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 More

December 2, 2019

By Tom Bradley

Beware the 'bezzle': Three likely sources of illusory wealth in the markets today

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 More

November 18, 2019

By Tom Bradley

Private equity has been booming, but public markets are starting to push back

There's a smackdown going on in private equity as public investors are starting to drive a harder bargain.

Read More

November 4, 2019

By Tom Bradley

Time to turn down the vol on investment industry jargon

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 More