Pandemic Conundrum
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.
One day the market is up, the next it’s back down
If you can’t really rely on the media for reassurance, where can you find some peace of mind during market swings?
Change is good! About Indexing… Volatility…
We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it is difficult to develop a liking for the US President, as investment managers we should not forget the main drivers of the capitalist system from his message and their effects […]
Sifting through the noise and focusing on what really matters when making investment decisions
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 by going up on speculation that the Brits would not leave. Then, the referendum results revealed that they actually wanted to leave, triggering panic selling for two days followed by […]
Reasons to own equities over the long-term, regardless of their inherent volatility
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, the S&P 500 basically has recovered to finish the quarter flat. However, due to the rebound of the Loonie, the S&P 500 has posted a loss of 5% in Canadian […]
Let discipline guide you through the market’s ebbs and flows, not headlines
Let discipline guide you through the market’s ebbs and flows, not headlines Although stock markets around the world were more volatile at the end of the 3rd quarter, most of the damage was done to the cyclical and small cap sectors of the markets, as can be seen in the following table: 3rd quarter* […]
Volatility: a long time friend
Volatility: a long time friend Looking at financial markets over the first 6 months of the year, so far, we can definitely call 2013 the year of extremes: Some reasons for the upside, The US Federal Reserve has been buying US $85 billion in bonds per month; Not to be outdone, the Bank of […]