The summer months took investors on a whirlwind ride of ups and downs, ultimately settling with most of our portfolio models flat to slightly down for the third quarter. Weakness... read more →
The first half of 2022 has been a pretty humbling experience for most investors. A collection of factors has combined to send all major investment benchmarks materially lower. Specifically, in... read more →
It was about one year ago when inflationary pressures were being dismissed as “transitory”. Undoubtably, that was a terrible misjudgement by central bankers, but the logic used to make such... read more →
Bonds have become unloved. In an investing world where the mentality is dictated by “What have you done for me lately?”, bonds do not have a strong argument. In Canada,... read more →
Almost two years ago, panic amongst investors was surging on a global scale as the World Health Organization officially declared a pandemic. Equity markets subsequently suffered the third worst decline... read more →
As many of you may be aware, the conflict between Russia and Ukraine has escalated to the point of military operations. Although this event has been building for some time,... read more →
The study of behavioural investing is a component of the broader category of behavioural economics. The field is a more modern area of research that does a good job of... read more →
The third quarter of 2021 marked another positive quarter for most investors as the strength of July and August performance outweighed the decidedly negative results of September. Aided by a... read more →
On the strength of generally positive news headlines, improving economic data and some very strong earnings announcements, financial markets responded with exceptional returns in the second quarter. Canadian equities were... read more →
The content of our quarterly commentaries normally focuses on what is moving markets, providing insight into what may transpire in the near future, while constantly reinforcing that focusing on the... read more →