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Cutting Through the Noise


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 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 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 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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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.

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May 6, 2020

By Tom Bradley

Air Canada — A contrarian's dream or nightmare?

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?

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April 27, 2020

By Tom Bradley

The economics of borrowing to invest make sense right now, but it's not for everyone

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.

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April 13, 2020

By Tom Bradley

How the coronavirus crash is setting the stage for the next oil boom

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.

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March 30, 2020

By Tom Bradley

Coronavirus market crash was the fastest on record: Here's how to keep that in perspective

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.

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March 19, 2020

By Tom Bradley

Leaning on a legend

Bob Hager was at his best when markets were at their worst. Here's how we're leaning on his playbook in this downturn.

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