Blog: Cutting Through the Noise

Podcasts

Podcast: Uneasy About the Market Bounce?

Excerpt from Scott Ronalds's blog on May 19, 2009

Stock markets have rebounded 25-35% since the lows reached in March. Feeling uneasy about the recent bounce? In this podcast, Tom expands on his recent Globe and Mail column and provides some advice to investors who are unsure what to do...

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Podcast: Active vs. Passive Management

Excerpt from Scott Ronalds's blog on April 22, 2009

Many studies on active vs. passive management draw the conclusion that the latter strategy (more commonly known as ‘indexing’) is superior because it generates higher returns. Notwithstanding the ‘sloppiness’ of some of these comparisons, it is true that many...

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Podcast: First Quarter Review

Excerpt from Scott Ronalds's blog on April 13, 2009

In this podcast, we review the first quarter of 2009 and discuss how our funds have fared in the current market environment. While it was another ugly quarter for equities in general, there were some bright spots, with some stocks posting strong gains...

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Podcast: Warren Buffett's 2008 Annual Letter

Excerpt from Scott Ronalds's blog on March 10, 2009

In this podcast, we discuss Warren Buffett's recently published annual letter to the shareholders of Berkshire Hathaway. We posted a series of blogs last week on Buffett's recap of Berkshire's operations in 2008, and Tom's Globe and Mail column on the weekend...

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Podcast: Tom & Wil Discuss the Small-Cap Fund

Excerpt from Scott Ronalds's blog on January 29, 2009

In this podcast, Tom chats with Wil Wutherich, the manager of the Small-Cap Fund, about the fund's performance in 2008, the current opportunities in the market, and some of the fund's larger holdings...

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Podcast: Fourth Quarter Review

Excerpt from Scott Ronalds's blog on January 12, 2009

2008 was an ugly year in the capital markets. In particular, heavy losses were experienced in the fourth quarter, as widespread de-leveraging and indiscriminate selling took place. Yet, every major market decline presents opportunities and investors should ensure their portfolios are well positioned for the 'other side of the valley'.

In this podcast we review the fourth quarter and provide our thoughts on the markets going forward.

Excerpt from Tom Bradley's blog on December 15, 2008

In this podcast, I expand on my latest Globe and Mail column, where I identify three reasons why investors should be looking beyond the doom and gloom: (1) stock and corporate bond valuations are very attractive, (2) investor sentiment is close to maximum bearishness, and (3) there's a mound of cash building up on the sidelines...

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Podcast: Third Quarter Review

Excerpt from Scott Ronalds's blog on October 2, 2008

The third quarter of 2008 was an extraordinarily volatile period in the equity markets. In this podcast, we review the quarter and touch on some highlights from our Quarterly Report, which we will be publishing next week.

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Podcast: Income Fund Update - Challenges and Opportunities in the Bond Market

Excerpt from Scott Ronalds's blog on July 23, 2008

In this podcast, we sit down with Jay Menning, a senior member of the fixed income team at Connor, Clark & Lunn, to discuss the bond market and the Income Fund.

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Podcast: Second Quarter Review

Excerpt from Scott Ronalds's blog on July 10, 2008

In this podcast, we review the second quarter of 2008 and touch on some highlights from our recently published Quarterly Report (available on the Forms & Documents page).

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Podcast: Global Equity Fund Update

Excerpt from Scott Ronalds's blog on June 9, 2008

Edinburgh Partners' Christine Montgomery was in town last week to present on the Global Equity Fund. Tom also had a chance to sit down with her to discuss the fund's performance and some of the investment strategies that our Scottish partners are pursuing.

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