Cutting Through the Noise
May 25, 2020
It’s a particularly interesting time to be an equity manager given that the market is being led by a narrow group of high-growth stocks. Tom Bradley elaborates in his Financial Post column.
Read MoreMay 19, 2020
Every market rebound has a character of its own. This one has been 'top heavy' in the U.S. and precious metals-driven in Canada. We explain.
Read MoreMay 11, 2020
As we watch Dr. Bonnie Henry's briefings on the West Coast, her intelligence, fortitude, empathy and calmness shine through — the perfect attributes for a financial advisor.
Read MoreMay 6, 2020
Air Canada's stock price has fallen considerably as the industry has been largely grounded during the pandemic — which has contrarian investors taking a long look. But is it toxic enough yet to buy?
Read MoreApril 29, 2020
A roundup of articles for future generations that provide some colour on what the world was like during the lockdown of April 2020.
Read MoreApril 27, 2020
Investing with borrowed money may seem enticing when debt is cheap and markets are down, but the behavioural challenges that go along with it need to be carefully considered.
Read MoreApril 23, 2020
The coronavirus is testing our collective patience. Here are a few tips to help you survive these unnerving times.
Read MoreApril 20, 2020
Some investment-related things you might want to consider with any newfound time.
Read MoreApril 13, 2020
Agricultural commodities, industrial metals and energy are all trading at 10-year lows and the outlook is bleak. But contrary to the headlines, they’re all still highly cyclical and will again have their day in the sun.
Read MoreApril 9, 2020
April 7, 2020
As Lenin famously said, “There are decades where nothing happens; and there are weeks where decades happen”. Last month felt like one of those times. Here are some non-investment related impressions of the month in numbers.
Read MoreMarch 30, 2020
In bear markets, we’re overwhelmed by what we don’t know. But as we wrestle with the unknowables, it's useful to lay out what we do know and to lean on some time-tested truths.
Read MoreMarch 24, 2020
A review of the tax documents you should have received from us this year along with a brief description of their purpose.
Read MoreMarch 20, 2020
Despite the predicament we’re all in, there are some people, corporations and organizations that are doing great things. We could all use a good story these days. Here are a few.
Read MoreMarch 19, 2020
Bob Hager was at his best when markets were at their worst. Here's how we're leaning on his playbook in this downturn.
Read MoreMarch 16, 2020
It’s hard to time the market at the best of times and almost impossible when you’re sitting in cash. Tom Bradley explains in his Financial Post column.
Read MoreMarch 13, 2020
We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.
Read MoreMarch 6, 2020
The last two weeks have not been for the faint of heart. Here's an update on what we've been doing in this volatile environment.
Read MoreMarch 5, 2020
March 2, 2020
While fear surrounding the coronavirus hit stocks hard last week, it's important to not underestimate the market’s ability to assess a risk, adjust to it and move on.
Read MoreFebruary 24, 2020
Some perspective on the economic impact of the coronavirus and what we're doing on your behalf.
Read MoreFebruary 20, 2020
With the camera rolling, we recently sat down with our five managers for an update on the investment themes they’re pursuing and some of the compelling companies they’re finding.
Read MoreFebruary 18, 2020
Sacrificing liquidity is a valuable investment strategy since not all your holdings need to be easily tradeable. But you have to be comfortable owning such assets for a long time. Tom Bradley explains in his Financial Post column.
Read MoreFebruary 12, 2020
A recording of our annual client presentation, in which we review the performance and positioning of our funds, our views on the current investing environment, and our advice for investors.
Read MoreFebruary 3, 2020
"Make yourself comfortable on the couch." What a therapy session for short-term traders might look like.
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