Blog

Cutting Through the Noise


December 8, 2025

By Tom Bradley

What’s the best fixed income tool for you? Breaking down the options

Today’s fixed-income landscape includes a wide range of products, each with its own characteristics. Here’s a simple overview to help investors understand the roles these holdings can play in a diversified portfolio.

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November 21, 2025

By Tom Bradley

Why private equity funds offer hybrid mediocrity to investors

In this article, Tom takes a deep dive into how open-ended private asset funds can dilute some of the advantages that have traditionally made private investing appealing—especially when it comes to liquidity and long-term alignment.

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November 10, 2025

By Tom Bradley

Investors have no excuse for not preparing for a bear market

You can’t predict the next bear market — but you can prepare for it. Tom Bradley shares practical steps to get your portfolio (and mindset) ready before the downturn hits.

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October 24, 2025

By Tom Bradley

Immutable market truths for judging the effects of tariffs, AI and more

From AI booms to market bubbles, today’s noise can feel impossible to decode. Tom Bradley explores the timeless market truths — from reaction lags to exponential change — that help investors find their footing when the future feels uncertain.

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September 17, 2025

By Tom Bradley

If indicators are fallible, are they valuable?

From valuation metrics to investor sentiment, market indicators can feel like a crystal ball — until they don’t. Tom Bradley explores why these tools fall short, the difference between one-off calls and long-term odds, and how investors can stack the deck in their favour.

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September 5, 2025

By Tom Bradley

The markets are binging on data-centre spending. Is there a hangover to come?

The surge in data-centre spending is unprecedented and impossible for investors to ignore. The opportunities are real, but so are the risks. Tom Bradley explains.

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August 20, 2025

By Tom Bradley

A love letter to public markets

As private markets steal the spotlight, it’s tempting to believe stocks are yesterday’s news. Tom Bradley unpacks the allure of private assets, their pitfalls, and why public equities still deserve a front-row seat in your portfolio.

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August 5, 2025

By Tom Bradley

Many investors are running hot. Time for a cold shower

In a climate where greed and fear are both running hot, keeping your cool matters more than ever. Tom Bradley explores why now is the time to zoom out, question your instincts, and remember that slow and steady still wins the race.

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July 22, 2025

By Tom Bradley

A smart motto for investors in this sped-up world: Slow down

Slowing down isn't just good life advice – it's a powerful investment strategy. In a world fuelled by market noise and false urgency, patience and restraint can offer a lasting edge.

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July 7, 2025

By Tom Bradley

In investing, you need to dig for the positives, but they are there

Amid a sea of negative headlines, a fresh perspective reveals a world—and a market—brimming with overlooked optimism, innovation, and surprising resilience. Tom Bradley elaborates in his Globe and Mail column.

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June 23, 2025

By Tom Bradley

Four signs for investors that things are not normal

From iconic growth companies hitting a wall to firms morphing into bitcoin proxies, the investment world is signalling that things are not normal. Yet for businesses meeting real needs, economic principles still apply. Tom Bradley explains in his Globe and Mail column.

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May 26, 2025

By Tom Bradley

The many faces of a losing stock

In his latest Globe and Mail article, Tom Bradley explores the real reasons why even trusted stocks can disappoint.

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May 12, 2025

By Tom Bradley

In the focus on trade war losers, something else gets missed — slippage

While much of the discussion around the tariff turbulence has focused on the winners and losers, there’s another less-talked-about factor that goes into the economic equation: the lost output due to what we call 'slippage'. Tom Bradley explains in his Globe and Mail column.

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April 28, 2025

By Tom Bradley

The bond market isn't just important - it's extremely interesting right now

Right now, fixed income is not only important, it’s extremely interesting. Patterns that have endured for decades are being tested. Tom Bradley explains in his Globe and Mail column.

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April 14, 2025

By Tom Bradley

The best advice for investors right now: Do nothing. Really

In the face of market chaos, the best strategy might be the most counterintuitive: do nothing. And let your investment plan prove its worth.

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March 31, 2025

By Tom Bradley

Advice for a young investor: Eat your broccoli, kid

Teaching a kid about investing is challenging, because long-term success requires patience, discipline, and a clear plan. In other words, it's boring—like eating broccoli. Tom Bradley offers a few ideas to jazz up the conversation in his Globe and Mail column.

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March 17, 2025

By Tom Bradley

Three ways for investors to cope with chaos (selling out isn’t one of them)

It's a crazy time, and the emotion quotient is off the scale, which is generally not a good recipe for making dramatic changes to your portfolio. That said, there may be a few things you should do.

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March 3, 2025

By Tom Bradley

High price-to-earnings multiples aren’t here to stay

In his Globe and Mail column, Tom Bradley explores why stock market trends are often cyclical and why high valuations might not be sustainable in the long run.

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February 11, 2025

By Tom Bradley

The most important document investors will get all year

Is your investment process working? Are the fees you're paying justified by the service you're receiving? Your annual 'Performance and Fees Report' is a great resource to help answer these all-important questions.

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January 27, 2025

By Tom Bradley

Some investments are more prone to emotion than others. Here’s how to avoid following your heart

Certain investment categories are more prone to unconditional love than others. Dividend stocks, real estate, gold and cryptocurrencies are prime examples. Tom Bradley explains in his Globe and Mail column.

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January 13, 2025

By Tom Bradley

When and how to pay attention

More than ever, it’s easy to let the amount of information out there overwhelm you. We offer some suggestions on how you can allocate a larger share of your 2025 attention budget to where it will matter the most.

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December 26, 2024

By Tom Bradley

Investors are in an era of speculation, risk-taking and dreaming. How do you stay grounded?

While it's been a great year for investors, there are sectors that look frothy. Notably, cryptocurrency and AI have shown signs of overheating. As the speculation meter climbs, it's crucial to remain grounded. Here are a few tips to help.

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December 2, 2024

By Tom Bradley

The IPO market is dead. Is a resurrection possible?

Stock markets are booming and there seems to be an unquenchable thirst for risk, but there is one area of the capital markets that’s in the doldrums: the market for IPOs is dead. Tom Bradley explains why in his Globe and Mail column.

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November 18, 2024

By Tom Bradley

Making connections in investing

For all the word game fans out there, we've created an investment version of Connections. Can you find the right groupings?

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November 4, 2024

By Tom Bradley

Why the U.S. election isn't a risk to your portfolio

While the upcoming U.S. election is eliciting intense emotions and strong views, it shouldn't be viewed as a risk to your portfolio. Here's why.

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