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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Market euphoria and doomscrolling have one thing in common: they can both wreck your portfolio. 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.
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.
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.
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.
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.
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.
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.
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.