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.
As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting
Reasons to own equities over the long-term, regardless of their inherent volatility After a drastic drop that lasted the first 15 days of the quarter,
To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially
Forecasting…Do you actually need it to be successful? The third quarter was quite brutal for the stock markets around the world. Most indices were down
All you wanted to know about risk but were afraid to ask Stock markets have been relatively flat over the last three months. The biggest
Investors are often tempted to time the stock market – that is, sell when they anticipate a drop to buy back at a lower price.
Yield curve inversion has often been seen as a warning sign for economic recessions. Today, Canada’s yield curve remains inverted – but does that necessarily
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