Blog: Cutting Through the Noise
Postings
Stick to the Fundamentals and Good Things can Happen
Excerpt from Tom Bradley's blog on November 12, 2007
The Globe and Mail, Report on Business Published November 10, 2007 As an equity guy, I don't like to admit it, but I recently spent some time with the bond team at Connor Clark & Lunn Investment Management. Bondies aren't ...Read More
I'll be Happy With 10% a Year
Excerpt from Tom Bradley's blog on November 8, 2007
I don’t know what the market is going to do in the coming months. I do know we will have weak markets at some point (and I suspect they could be quite messy given the extremes we are now experiencing ...Read More
Lump of Coal Award
Excerpt from Tom Bradley's blog on November 6, 2007
As I caught up on my reading this weekend, I was perusing an advertising feature that the Investment Fund Institute of Canada (IFIC) placed in the papers last week. The lead article was a review of a survey that IFIC ...Read More
On the Road Again: Please Don't Breathe on Me
Excerpt from Tom Bradley's blog on October 30, 2007
After being grounded for five months, I got back on the road last week. Connor, Clark & Lunn was putting on an Investor Day in Toronto for their clients and that was ample reason to get me on a plane ...Read More
Investors Have More Options, so Should Fund Managers
Excerpt from Tom Bradley's blog on October 29, 2007
The Globe and Mail, Report on Business Published October 27, 2007 My partners and I were bouncing around ideas this week for an advertising program. We weren't coming up with anything too brilliant and even starting to get a little ...Read More
New Point-of-Purchase Document: Our Comments to the Regulators
Excerpt from Tom Bradley's blog on October 22, 2007
We have recently submitted a comment to the Joint Forum of Financial Regulators on their proposal (National Instrument 81-406) for a point-of-purchase document for mutual and segregated funds. If you have trouble sleeping, we have posted a copy of our ...Read More
The ETF Diaries - Claymore's Response
Excerpt from Tom Bradley's blog on October 17, 2007
On August 13th, we published a piece titled Proud to Shroud II – Claymore Balanced Funds , in which we discussed two new ETFs being offered by Claymore Investments. The new funds prompted us to make two comments. First, these ...Read More
The ETF Diaries - Part IV: As Splinters Get Thinner, They Get Sharper
Excerpt from Tom Bradley's blog on September 25, 2007
On efficientfrontier.com , William Bernstein recently published an article titled ‘ Comin’ Around Again? ’ in which he made some comments on the proliferation of ETF offerings in the U.S. I think it serves as a good follow-up to our ...Read More
Proud to Shroud II - Claymore Balanced Funds
Excerpt from Tom Bradley's blog on August 13, 2007
I’m picking on Claymore Investments again. I don’t have a thing about them, but they’re hard to ignore because they advertise a lot and are releasing a steady stream of new products. They are also an interesting firm in that ...Read More
TD Securities II - Wow, That was a Decision!
Excerpt from Tom Bradley's blog on August 8, 2007
I wrote a piece in March about the TD Bank double ending an investment banking transaction ( TD Securities Does a Double Ender ). The theme of the posting was how free the investment banks are to operate with huge ...Read More
Time for Advisers to Temper Investor Expectations
Excerpt from Tom Bradley's blog on August 7, 2007
The Globe and Mail, Report on Business Published August 4, 2007 At some point in the next year or two, it is going to get much harder to be an investment professional. A significant market decline and/or bursting of the ...Read More
Private Equity II - Jeremy Grantham's Buyer's Guide
Excerpt from Tom Bradley's blog on July 31, 2007
I’ve admitted before that I am a Jeremy Grantham junky. He’s not ahead of Steve Nash or Lucinda Williams, but he’s in the running. He’s often accused of being perpetually bearish, as am I, but both of us are able ...Read More
