A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

May 9, 2022

Navigating the Market Downturn

If you have been keeping an eye on the equity markets lately, then you are painfully aware that so far, 2022 has been a bumpy ride for stocks. Positions that felt untouchable during the pandemic have seen a material downward correction, and while Canadian markets have only seen a moderate […]
April 5, 2022

RESULTS at a glance – 1Q22

On February 24th, Russia invaded Ukraine, kicking off what’s been deemed the worst humanitarian crisis in Europe since the second World War. Oil, gold, and many other commodities spiked in price as investors anticipated supply chain disruptions, with Russia and Ukraine’s key role in a number of markets. At the […]
February 24, 2022

Russia Invades Ukraine – What It Means for Markets

After weeks of warnings from the US about Russia’s intentions to invade Ukraine, it appears America’s fear has become reality. Having already declared the independence of separatist regions in Eastern Ukraine, a move largely condemned by the global community, shelling has now been reported in Kyiv and locations throughout the […]
January 11, 2022

RESULTS at a glance – 4Q21

North American stocks were red-hot in 2021 thanks to a speedy vaccine rollout, stimulus, and high discretionary income, but yields have risen on expectations of rate hikes in 2022. The energy sector led the charge thanks to rising oil prices, although in Canada the performance did not translate into a […]
October 4, 2021

RESULTS at a glance – 3Q21

Markets in North America maintained their outsized return despite the quarter largely seeing its upwards progress erased by concerns around the downfall of Chinese behemoth Evergrande (see blog post here) and rising rates, although yields were only up marginally for the quarter. Elsewhere returns remained muted. The loonie strengthened on […]
September 27, 2021

Evergrande – What Is It and Why Are Markets Worried?

If you’ve been tuning into any financial news outlets lately, chances are you’ve been hearing the name “Evergrande” floating around as the reason for last week’s market volatility, with many comparing the company’s imminent collapse to that of Lehman Brothers, the American financial institution who’s bankruptcy kicked off the 2008 […]
July 23, 2021

RESULTS at a glance – 2Q21

With COVID-19 waning, markets are shooting for new heights. While the US and international markets fared well, Canada actually outpaced its neighbour to the South thanks in part to a stark recovery in oil prices. The strong performance has allowed the Loonie to appreciate to levels not seen since 2015. […]
April 15, 2021

RESULTS at a glance – 1Q21

The lingering COVID-19 pandemic did not prevent markets from reaching new highs in the first quarter. Canada experienced the strongest run up, followed by the US and then international markets. Our Northern advantage is partly thanks to rising oil prices. Generous stimulus packages and the improving economy have some economists […]
May 9, 2022

Navigating the Market Downturn

If you have been keeping an eye on the equity markets lately, then you are painfully aware that so far, 2022 has been a bumpy ride for stocks. Positions that felt untouchable during the pandemic have seen a material downward correction, and while Canadian markets have only seen a moderate […]
November 9, 2018

Attention to Detail – November 2018

Seth Klarman’s 3 Pillars of Investing (GuruFocus) Investment risk is not the same as volatility. This is a particularly topical axiom given the two market corrections we’ve experienced so far in 2018, and it’s one that’s highlighted by this month’s article (link) which shares the three-pillar investment strategy of Seth […]
September 24, 2018

Are the Markets Expensive?

“Buy low, sell high” may be the most renowned catchphrase in all of finance, and rightfully so. It’s a beautiful summation of a sound investment strategy, an adage to help maintain discipline through tough times and exceptional times alike. Even those with little to no investment experience are likely familiar […]
August 13, 2018

Attention to Detail – August 2018

High Quality Vs Low Price (The Safal Niveshak Post) Value investing is often generalized as an approach whereby investors look for “bargain” stock prices, sifting through low price-to-earnings companies to find buy ideas; however, true value investors understand that a low price is no substitute for a quality business. This […]