Cutting Through the Noise
September 29, 2020
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 MoreSeptember 28, 2020
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 MoreSeptember 17, 2020
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 MoreSeptember 14, 2020
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 MoreSeptember 10, 2020
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreAugust 31, 2020
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 MoreAugust 25, 2020
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 MoreAugust 20, 2020
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 MoreAugust 17, 2020
The market rebound has given us all a gift — an opportunity to do a thorough portfolio review from a position of strength.
Read MoreAugust 11, 2020
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 MoreAugust 7, 2020
The U.S. stock market's main gauge consists of 500 companies. But the 10 largest technology stocks are having an outsized impact.
Read MoreAugust 4, 2020
Some things to think about if you're a real-estate-heavy investor.
Read MoreJuly 28, 2020
July 20, 2020
Why does the stock market keep rising despite continual lockdowns? Tom Bradley shares some insights in his Financial Post column.
Read MoreJuly 9, 2020
July 6, 2020
The buy-and-hold approach has been out of vogue before, and will be again, but it has a lot going for it.
Read MoreJune 29, 2020
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 MoreJune 25, 2020
A rundown of some of the changes we've made in our funds this quarter.
Read MoreJune 22, 2020
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 MoreJune 18, 2020
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 MoreJune 8, 2020
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 MoreMay 28, 2020
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.
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