Blog

Cutting Through the Noise


October 19, 2020

By Salman Ahmed

Responsible investing webinar

A recording of our virtual Town Hall on responsible investing.

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October 13, 2020

By Tom Bradley

Why U.S. election results are trivial compared to these factors that will drive your portfolio returns

The U.S. election is seriously overhyped when it comes to investing — focus on these trends instead.

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October 8, 2020

By Scott Ronalds

Bradley's Brief — Q3 2020

Tom Bradley's quarterly letter to clients.

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September 29, 2020

By Salman Ahmed

Sustainable Steadyhand Town Hall — October 15

As we endeavour to incorporate sustainability practices in how we run our business and funds, we're keen to bring our clients along with us on the journey. To this end, we're hosting a virtual Town Hall on October 15 and would love to have you participate.

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September 28, 2020

By Tom Bradley

If stock valuations seem out of whack, blame the slow burn of a declining discount rate

High growth stocks like Shopify, Netflix, Tesla, Slack and Snowflake look extremely expensive when future earnings are discounted at 10%. At 5% it can be a much different story. Tom Bradley explains in his Financial Post column.

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September 17, 2020

By Scott Ronalds

Investing in retirement: Challenges and insights

For retired investors, the challenges of investing in an environment of ultra-low interest rates and highly volatile stock moves are amplified. We shed some light on the concerns we’ve heard from investors and provide some possible options.

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September 14, 2020

By Tom Bradley

The fifth risk of investing: Complexity

Complex investment products carry a lot of baggage, including a new set of unknowns and a lot of extra cost. Tom Bradley elaborates in his Financial Post column.

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September 10, 2020

By Scott Ronalds

Co-investment update 2020

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 31, 2020

By Tom Bradley

Signs that investors are paying far too much attention to short-term noise

There are some signs that we're in silly season as investors are gorging on everything that's hot at the moment. We'd all be wise, however, to focus on the opportunities that haven't gone viral yet.

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August 25, 2020

By Salman Ahmed

Stock Snapshot: Brookfield Renewable Partners

A synopsis of Brookfield Renewable Partners, a global operator of renewable power assets that we own in both our Equity Fund and Income Fund.

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August 20, 2020

By Scott Ronalds

Lori Norman, Investor Specialist

People are the core of every business. In this new blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. First up, Lori Norman.

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August 17, 2020

By Tom Bradley

The market has given investors a gift. It would be a shame to waste it

The market rebound has given us all a gift — an opportunity to do a thorough portfolio review from a position of strength.

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