Cutting Through the Noise
April 13, 2026
You own bonds for a reason. But right now, while stocks struggle, they're not giving you the protection you expected, and it's fair to wonder why. Here's the short answer: it's not what most people think. Credit spreads have barely budged. The real culprit is oil prices — and what they're doing to inflation expectations.
Read MoreApril 6, 2026
The difference between winning and losing in markets is often very small, and it can change quickly. Short-term results are driven by shifting narratives and sentiment, but they don’t tell you much about long-term outcomes. Tom Bradley explains why staying disciplined matters more than reacting to the latest results.
Read MoreMarch 16, 2026
Canadian bank stocks have rallied, yet still trade at what look like puzzlingly low valuation multiples versus their strengths. Tom Bradley unpacks the structural risks, leverage, growth challenges and economic sensitivities that help explain why these dominant franchises so often look “cheap,” and what that may mean for long‑term investors who view them as potential core holdings rather than short‑term trades.
Read MoreMarch 2, 2026
Younger investors are often told they need to be bold to get ahead. We see it differently. In this piece, Tom Bradley explains why the basics — keeping costs in check, staying diversified and thinking long term — still do the heavy lifting.
Read MoreFebruary 17, 2026
Explore how the expanding world of private-asset funds is reshaping investor choices — and why liquidity remains a central consideration. This article examines the growing appetite for private equity, credit and other unlisted investments, the efforts to make them more accessible to a broader range of investors, and the trade-offs between potential returns and the challenges of limited tradability and redemption flexibility.
Read MoreFebruary 2, 2026
Thinking about putting your money into the market? Tom Bradley walks through key questions that can help you clarify your goals, understand your risk tolerance and make more thoughtful decisions before committing capital.
Read MoreJanuary 20, 2026
Tom Bradley explores why widely cited market and economic forecasts often miss the mark, and why short-term predictions can be unreliable. He highlights the pitfalls of relying on repeated narratives and encourages investors to focus on long-term principles rather than trying to time the market.
Read MoreDecember 23, 2025
Tom Bradley summarizes investor perspectives on year-end market trends and outlooks for 2026.
Read MoreDecember 8, 2025
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.
Read MoreNovember 21, 2025
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.
Read MoreNovember 10, 2025
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.
Read MoreOctober 24, 2025
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.
Read MoreSeptember 17, 2025
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.
Read MoreSeptember 5, 2025
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.
Read MoreAugust 20, 2025
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.
Read MoreAugust 5, 2025
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.
Read MoreJuly 22, 2025
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.
Read MoreJuly 7, 2025
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.
Read MoreJune 23, 2025
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.
Read MoreMay 26, 2025
In his latest Globe and Mail article, Tom Bradley explores the real reasons why even trusted stocks can disappoint.
Read MoreMay 12, 2025
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.
Read MoreApril 28, 2025
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.
Read MoreApril 14, 2025
In the face of market chaos, the best strategy might be the most counterintuitive: do nothing. And let your investment plan prove its worth.
Read MoreMarch 31, 2025
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.
Read MoreMarch 17, 2025
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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