Blog

Cutting Through the Noise


September 29, 2020

By Salman Ahmed

Sustainable Steadyhand Town Hall — October 15

As we endeavour to incorporate sustainability practices in how we run our business and funds, we're keen to bring our clients along with us on the journey. To this end, we're hosting a virtual Town Hall on October 15 and would love to have you participate.

Read More

September 28, 2020

By Tom Bradley

If stock valuations seem out of whack, blame the slow burn of a declining discount rate

High growth stocks like Shopify, Netflix, Tesla, Slack and Snowflake look extremely expensive when future earnings are discounted at 10%. At 5% it can be a much different story. Tom Bradley explains in his Financial Post column.

Read More

September 17, 2020

By Scott Ronalds

Investing in retirement: Challenges and insights

For retired investors, the challenges of investing in an environment of ultra-low interest rates and highly volatile stock moves are amplified. We shed some light on the concerns we’ve heard from investors and provide some possible options.

Read More

September 14, 2020

By Tom Bradley

The fifth risk of investing: Complexity

Complex investment products carry a lot of baggage, including a new set of unknowns and a lot of extra cost. Tom Bradley elaborates in his Financial Post column.

Read More

September 10, 2020

By Scott Ronalds

Co-investment update 2020

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

Read More

August 31, 2020

By Tom Bradley

Signs that investors are paying far too much attention to short-term noise

There are some signs that we're in silly season as investors are gorging on everything that's hot at the moment. We'd all be wise, however, to focus on the opportunities that haven't gone viral yet.

Read More

August 25, 2020

By Salman Ahmed

Stock Snapshot: Brookfield Renewable Partners

A synopsis of Brookfield Renewable Partners, a global operator of renewable power assets that we own in both our Equity Fund and Income Fund.

Read More

August 20, 2020

By Scott Ronalds

Lori Norman, Investor Specialist

People are the core of every business. In this new blog series, we want you to get to know some of our people a little better. After all, they’re our real competitive advantage. First up, Lori Norman.

Read More

August 17, 2020

By Tom Bradley

The market has given investors a gift. It would be a shame to waste it

The market rebound has given us all a gift — an opportunity to do a thorough portfolio review from a position of strength.

Read More

August 11, 2020

By Tom Bradley

Getting your big break in finance

From the archives — Tom Bradley wrote this article in the Globe and Mail back in 2011 to help young people getting into the business. We're republishing it in the hope that it can provide a little help today to those looking for a job in this Covid-hammered economy.

Read More

August 7, 2020

By Tom Bradley

Walking among giants: Technology's growing dominace of the U.S. market

The U.S. stock market's main gauge consists of 500 companies. But the 10 largest technology stocks are having an outsized impact.

Read More

August 4, 2020

By Tom Bradley

Why you should factor in real estate when you make investment decisions

Some things to think about if you're a real-estate-heavy investor.

Read More

July 28, 2020

By Scott Ronalds

The hardest decision in investing

A guide to getting back into the market.

Read More

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.

Read More

July 9, 2020

By Scott Ronalds

Bradley's Brief — Q2 2020

Tom Bradley's quarterly letter to clients.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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?

Read More

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.

Read More

May 28, 2020

By Scott Ronalds

Summer reading

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

Read More

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.

Read More

May 19, 2020

By Scott Ronalds

The Rebound

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 More

May 11, 2020

By Tom Bradley

What investors can learn from B.C.'s superstar provincial health officer

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 More