Investors’ Mindset
avril 8, 2026
Publié par Richard Coffin à avril 8, 2026
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The war in Iran dominated market sentiment in the first quarter of 2026, leading stocks to slump in most developed markets amid the uncertainty and supply chain disruptions. Canada’s moderate positive return is thanks predominantly to its energy sector, which benefitted from the conflict’s impact on oil prices. Yields inched […]
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janvier 16, 2026
Publié par Richard Coffin à janvier 16, 2026
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In spite of tariffs, international stocks (including Canada here) surged in 2025, achieving a rare victory over US stocks which themselves put up respectable performance. Bond yields have meanwhile demonstrated market jitters, rising in Canada and remaining relatively high in the US despite rate cuts. The Loonie managed to grow […]
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octobre 3, 2025
Publié par Richard Coffin à octobre 3, 2025
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Stocks in Canada, the US, and much of the developed world continued higher as the promise of AI continues to offset concerns of a tariff-related slowdown. With labour reports in the US pointing to weakness, yields have come down in anticipation of further rate cuts, with the Federal Reserve carrying […]
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juillet 18, 2025
Publié par Richard Coffin à juillet 18, 2025
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Despite the US’ imposition of tariffs, Canada and the MSCI EAFE international index managed to achieve strong market returns in the first half of 2025, with the former’s performance being thanks namely to precious metal miners who have benefited from rising prices. Bond yields rose in the second quarter following […]
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avril 4, 2025
Publié par Richard Coffin à avril 4, 2025
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Stocks in the US slumped in anticipation of “Liberation Day,” the US’ planned announcement of reciprocal tariffs on April 2nd. Canada managed to stay flat despite itself entering a trade war with the US while international markets managed to achieve positive growth. 10-year rates moved down following two rate cuts […]
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janvier 17, 2025
Publié par Richard Coffin à janvier 17, 2025
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Despite political turbulence, 2024 was a stellar year for stocks (in North America, anyway), with Canadian and US indices both reaching new all-time highs in the fourth quarter. Yields meanwhile migrated higher despite interest rates falling on the short-end of the yield curve, with the Loonie depreciating against the US […]
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octobre 4, 2024
Publié par Richard Coffin à octobre 4, 2024
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Stocks performed well in the third quarter, bringing year-to-date performance higher as the Federal Reserve finally began its rate cut campaign in September. Yields moved lower as a result, and while the Loonie remains down year-to-date, it’s recovered some of its lost ground as interest rate policies align with our […]
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mai 9, 2022
Publié par Richard Coffin à mai 9, 2022
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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 […]
novembre 9, 2018
Publié par Richard Coffin à novembre 9, 2018
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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 […]
septembre 24, 2018
Publié par Richard Coffin à septembre 24, 2018
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“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 […]
août 13, 2018
Publié par Michael Ball à août 13, 2018
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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 […]