Blog

Cutting Through the Noise


November 18, 2019

By Tom Bradley

Private equity has been booming, but public markets are starting to push back

There's a smackdown going on in private equity as public investors are starting to drive a harder bargain.

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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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November 4, 2019

By Tom Bradley

Time to turn down the vol on investment industry jargon

The investment industry invents new words, gives existing ones new meaning, and of course, there’s a slew of acronyms. Here's a much needed translation.

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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 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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