Blog

Cutting Through the Noise


July 28, 2020

By Scott Ronalds

The hardest decision in investing

A guide to getting back into the market.

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July 20, 2020

By Tom Bradley

What is going on?

Why does the stock market keep rising despite continual lockdowns? Tom Bradley shares some insights in his Financial Post column.

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July 9, 2020

By Scott Ronalds

Bradley's Brief — Q2 2020

Tom Bradley's quarterly letter to clients.

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July 6, 2020

By Tom Bradley

Why investors shouldn't give up on the 'buy and hold' approach

The buy-and-hold approach has been out of vogue before, and will be again, but it has a lot going for it.

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June 29, 2020

By Tom Bradley

A few words on expertise

It’s human nature to look for insight and foresight in wild times like we're experiencing now. But it’s not the time to bet the farm on one view of the future.

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June 25, 2020

By Salman Ahmed

An update on our funds

A rundown of some of the changes we've made in our funds this quarter.

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June 22, 2020

By Tom Bradley

Investment tips for millennials

It’s a great time to learn about investing. Indeed, the past three months have been equivalent to a two-year MBA. Tom Bradley provides some tips for new investors in his Financial Post column.

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June 18, 2020

By Scott Ronalds

The first 100 days

New CEOs are often evaluated after their first 100 days on the job. How would your review look after the first hundred days as chief executive of your portfolio in a pandemic?

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June 10, 2020

By Tom Bradley

Why is the market surging in the face of so much uncertainty?

There's no single explanation as to why the market has been so strong in the face of so much uncertainty, but here are a few things to keep in mind.

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June 8, 2020

By Tom Bradley

For private assets, the pandemic repricing is just getting started

There's a category of investments that has been slower to react to the deteriorating economic outlook — private investments such as commercial real estate, infrastructure and private equity. This sorting-out process will be fascinating to watch. Here's a sneak preview.

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May 28, 2020

By Scott Ronalds

Summer reading

Summer is just around the corner. We've got your literature needs covered.

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May 25, 2020

By Tom Bradley

Growth stocks are having a moment, but here's why you shouldn't forget value plays

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.

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