Cutting Through the Noise
December 3, 2018
Everyone becomes an economist in bad markets and tends to forget what they don’t know. Don't be that person.
Read MoreNovember 21, 2018
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.
Read MoreNovember 19, 2018
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.
Read MoreNovember 14, 2018
Deep thoughts from an executive forum on regulatory reform and the future of advice.
Read MoreNovember 5, 2018
Bob Hager's lessons are still applicable today, with the most lasting ones coming from bad markets.
Read MoreOctober 30, 2018
Tom reports back from London with some observations on how banks are viewed by non-Canadian investors.
Read MoreOctober 29, 2018
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.
Read MoreOctober 22, 2018
In his Financial Post column, Tom suggests there are lots of reasons to believe that today’s investment landscape is anything but normal.
Read MoreOctober 18, 2018
Tom reports back from London on a little topic that seems to be preoccupying people in the UK — Brexit.
Read MoreOctober 8, 2018
Putting the office hockey pool ahead of retirement planning? You're not the only one. Here are a few steps to help get you more engaged in planning for the last third of your life.
Read MoreOctober 3, 2018
Most investment firms have operated under the assumption that by keeping clients in the dark, they’re less likely to leave. It now feels like the worm is turning.
Read MoreSeptember 24, 2018
Seven factors that are better predictors of future returns than what investors often use — a casual recommendation, glossy brochure or good recent returns.
Read MoreSeptember 17, 2018
In his Financial Post column, Tom looks at how Black Monday and the dot-com crash were just preseason games compared to the fall of 2008.
Read MoreAugust 28, 2018
The full background on why we've decided to replace the manager of our Global Equity Fund.
Read MoreAugust 27, 2018
Private equity has risen in popularity in recent years, but there are important tradeoffs investors should be aware of.
Read MoreAugust 15, 2018
Barry Critchley recently filed his last column with the National Post. For 35 years, he wrote about deals, products and people, and was never one to mince words — as his final piece attests.
Read MoreAugust 13, 2018
In his Financial Post column, Tom explores the folly of market forecasts and wonders why the investment industry tries to be so precise about something that's anything but.
Read MoreJuly 31, 2018
A 9-year bull run has pushed client expectations higher, and yet, opportunities to generate future returns are lower. Here's what it means for investors.
Read MoreJuly 16, 2018
Before straying from the tried and true when investing, here are some things to know about the new and fancy.
Read MoreJuly 3, 2018
Canadian investors love their banks. To be sure, they've been solid investments. But it's important to make sure they don't make up too much of your portfolio.
Read MoreJune 25, 2018
Regulators took a stance last week on the controversial topic of embedded commissions. Here's why we're disappointed with the decision.
Read MoreJune 18, 2018
Companies and industries go through life cycles. In asset management, we've been going through the consolidation phase.
Read MoreJune 6, 2018
It’s a fine line. Is your bank or investment representative serving you or selling you?
Read MoreJune 4, 2018
In his Financial Post column, Tom explains why his biggest concern is the duration of the next market pullback, not the magnitude.
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