Blog: Cutting Through the Noise
Postings
The Right Questions - An Addendum
Excerpt from Tom Bradley's blog on July 29, 2009
In my last posting, I talked about the questions that money managers should be asking. I focused on three – inflation, the next market leaders and valuation. There is an additional question that individual investors (and their advisors) should be asking...Read More
Inflation and the Next Market Leaders
Excerpt from Tom Bradley's blog on July 27, 2009
The Globe and Mail, Report on Business. Published July 25, 2009. Knowing the right questions to ask is an important and difficult part of any decision-making process. For the last two weeks I've been parked on the edge of Crystal Lake, Ont., where the right...Read More
The Credit Crisis 101
Excerpt from Scott Ronalds's blog on July 21, 2009
If you look up the term ‘credit crisis’ on Google, you’ll get close to 50 million results. Over the past year or so, you would be hard pressed to find two more commonly used words in the business world (other than the usual expletives that abound in falling...Read More
Five Lessons From the Recession - Relearned
Excerpt from Tom Bradley's blog on July 13, 2009
A lot of thought has been going into the lessons learned from the recession. That's prompted me to think about what has come out of the turmoil in the capital markets. It didn't take long to come up with a list. Here are my top five lessons learned, or should...Read More
Podcast: Second Quarter Review
Excerpt from Scott Ronalds's blog on July 10, 2009
In this podcast, Tom and Scott review the second quarter of 2009. The equity markets rebounded sharply in the quarter, with many stocks posting strong gains. The corporate bond market also enjoyed a long-awaited recovery, as yields declined...
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It Will Never be the Same
Excerpt from Tom Bradley's blog on July 2, 2009
“Things will never be quite the same again. Western businesses in particular will be well served by moderating future expectations. That goes for investors too.” - Tim Price, PFP Wealth Management, June 22nd, 2009. I read Tim Price regularly and always...Read More
Fixed Income Gems Can Still Be Had if You Add a Bit of Risk
Excerpt from Tom Bradley's blog on June 27, 2009
The Globe and Mail, Report on Business. Published June 27, 2009. Over the past nine months, I've talked often in this space about risk being cheap. Investors can't let past losses blind them to the opportunities that have emerged from the banking crisis and...Read More
R.E.S.P.E.C.T.
Excerpt from Tom Bradley's blog on June 24, 2009
We need your help Aretha! It seems that the little Canadian technology company that could, Research in Motion, has trouble getting respect. This is hardly a statistically robust analysis, but it has been evident to me for years that RIM and its hugely...Read More
Podcast: Tom & Christine Discuss the Global Equity Fund
Excerpt from Scott Ronalds's blog on June 18, 2009
Christine Montgomery from Edinburgh Partners, the manager of our Global Equity Fund, has been traveling in North America this week meeting with companies (research) and clients (hand-holding). We dragged her out of the San Francisco fog and welcomed her to...
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Book Review: Panic
Excerpt from Scott Ronalds's blog on June 16, 2009
Panic is a compilation of articles that shed light on the most severe upheavals in recent financial history – the crash of ’87, the Russian default and subsequent collapse of Long Term Capital Management, the Asian currency...Read More
Hedge Fund Costs Add up to Bad Math
Excerpt from Tom Bradley's blog on June 14, 2009
I'm not a hedge fund manager, but I find their place in the industry to be forever fascinating. Indeed, this week I went so far as to publicly debate the proposition “Hedge funds are dead” with Toreigh Stuart of Man Investments, a hedge fund conglomerate...Read More
Hedge Funds are Dead
Excerpt from Scott Ronalds's blog on June 10, 2009
Be it resolved that hedge funds are dead - or at least the model as we know it needs to change. This is the position that Tom Bradley argued in a debate yesterday at a luncheon held by the Alternative Investment Management Association (Canada’s...Read More
