
Interest rates, pooled funds and leverage
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
As 2020 fades into history, it will not be a year that is soon forgotten.
As usual, there are lies, damn lies and statistics.
As the coronavirus dominates the news 24/7, most investors wonder whether markets are disconnected from the reality of what they hear and read in the mainstream media.
It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world
A congruence of factors led to low inflation and low interest rates, which in turn allowed for modest economic growth without imbalances.
Although the negative interest rate environment (NIRE) is a fact of life currently in Europe and Japan, it has not come to North America for now, or should we say “yet”.
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis
Planning for the future is one of the most thoughtful things you can do for your loved ones. When it comes to your Tax-Free Savings
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.
The price-to-earnings ratio or P/E ratio is a tool for assessing a company’s valuation. This straightforward, quantifiable metric allows you to compare companies operating across