Blog

Cutting Through the Noise


October 21, 2019

By Tom Bradley

The 'R' word — Everybody's talking about it

Whether it’s next week, next year or beyond, we need to remember that a recession’s relationship to investing is a complicated one. Here’s what we mean.

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October 15, 2019

By Tom Bradley

Getting what you deserve from the markets

The struggle between thinking long term and making decisions based on short-term information and feedback is a mighty one. Here's a great video that brings it to life.

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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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October 7, 2019

By Tom Bradley

Is WeWork a disruptor or just another real estate company?

WeWork is the latest poster child for companies that are disrupting established industries. But is it the next Amazon, or the next Valeant? Tom Bradley weighs in.

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October 3, 2019

By Tom Bradley

Currency diversification — yay or nay?

There are ways to avoid the currency risk associated with owning foreign stocks. In our view, though, it's best to avoid such hedging.

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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 23, 2019

By Tom Bradley

Politics and investing

Ultra-low interest rates and continued borrowing are seemingly the solution to every problem or slowdown these days. Tom Bradley elaborates in his Financial Post column.

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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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September 12, 2019

By Salman Ahmed

Global Equity Fund — One Year On

It's been a year since we changed the manager of our Global Equity Fund. We walk through why performance has been disappointing thus far and why we have confidence in the new manager.

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September 9, 2019

By Tom Bradley

There's an interesting debate going on in the capital markets right now — bonds vs. stocks

Bonds and stocks are promoting very different outlooks right now. Here are some possible reasons why.

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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 26, 2019

By Tom Bradley

Dividend stocks are being touted as a substitute for bonds, but the reality is much more complicated

If you're receiving most of your investment income from stocks, it's time for a gut check.

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