Blog

Cutting Through the Noise


November 28, 2019

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 25, 2019

By Scott Ronalds

The biggest shopping day you've never heard of

Singles' Day, a made-up holiday in China, has turned into the world's biggest shopping day, outpacing Black Friday and Cyber Monday combined — a reminder of the immense scale of China's consumer market.

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November 12, 2019

By Scott Ronalds

The great temptation

Late last year, it looked like a good time to get out of the market and sit out what many observers were forecasting would be an ugly 2019. Hasn't exactly worked out well for those who sold—proving once again that you simply can't time the market.

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October 28, 2019

By Scott Ronalds

The gin & tonic, latest victim of the paradox of choice

Gin is having a moment. The juniper-based spirit is everywhere these days, with more selection than ever. But is a vast product shelf always a good thing for consumers?

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October 9, 2019

By Scott Ronalds

Bradley's Brief — Q3 2019

A brief look at the letter from the Prez.

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September 26, 2019

By Scott Ronalds

Money for nothing

Money for nothing remains a controversial topic well beyond the Dire Straits song. We explain.

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September 16, 2019

By Scott Ronalds

Eating our own cooking

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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August 28, 2019

By Scott Ronalds

Real estate stocks and their place in your portfolio

What's a suitable level of exposure to real estate stocks in my portfolio? It's a bit of a loaded question, but here's our response.

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August 19, 2019

By Scott Ronalds

Twenty years on, plus one

Scott wrote a reflection last summer on some of the observations, tips and lessons he's learned over two decades working in this business. Well, another year has passed and he thought he'd share one more.

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July 25, 2019

By Scott Ronalds

Lessons in brand nostalgia

The hit Netflix series Stranger Things does a great job of taking viewers back to the 80's by flashing to hot brands at the time like Kodak, Chevrolet and Radio Shack. Many of these iconic companies have since gone bankrupt — which is a good reminder to make sure your portfolio isn't only focused on today's hip companies.

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July 22, 2019

By Scott Ronalds

The market is at an all-time high ... again

You’ve probably been hearing it again. “The market is at an all-time high.” Better get out, right? Not so fast.

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July 9, 2019

By Scott Ronalds

Bradley's Brief — Q2 2019

A brief look at the letter from the Prez.

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