Connecting to the real world
Trusting the Process: Our Core Investment Beliefs for Q2 2023
As long-term investors, we take a long view on the economy and markets—a perspective that helped us successfully navigate a volatile start to the year, and will continue to as we move through the balance of what could be an equally turbulent quarter ahead.
Portfolio Positioning: A Railway with Momentum to Ride Out a Possible Downturn
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
How Individual Pension Plans Offer Up to 65% More Tax Savings Than RRSPs
Learn how an individual pension plan can reduce taxable corporate income and help business owners save more for retirement as we answer clients’ most frequently asked questions.
Key Dates and Data Points in May
Key dates, issues and other information we’re watching, and sharing with clients.
How to Spot Hidden Investment Fees
Do you know how much you are paying for investment fees? If you don’t—or you’re not confident that you do—you’re not alone.
Portfolio Positioning: Adding More Fixed-Income
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
General Housekeeping and What We’re Reading
Key dates, issues and other information we’re watching, and sharing with clients
Stock and Bond Prices Have Adjusted to the New Normal. Private Market Funds Haven’t—Yet
Alternative asset investing has become a $10-trillion global market by promising outsized gains with less risk. There are numerous difficulties we have with those assumptions, particularly now as an era of elevated rates threatens lofty valuations.
Clear the Runway: Signs of a Soft Landing
Investors remain starkly divided over where the economy is headed with a significant number fearing a sharp downturn to come. The data we’re seeing right now however point toward an inflation-lowering scenario that doesn’t break the economy.
3 Myths About the 60/40 Portfolio
With bond yields hitting levels not seen in more than a decade, rumours of the classic portfolio’s demise appear greatly exaggerated. Indeed, as the era of ultra-low interest rates appears to be drawing to a close, the 60/40 finds itself very much alive and well.
Rising Defence Budgets Present Opportunity to Go on Offence
Europe is entering a major defence spending upcycle. We favour one company in particular with sales set to double between 2021 to 2026, with profit growing significantly more than this.