Beaucoup de choses ont changé…

La technologie a rendu le monde plus petit. Les choses bougent vite et les choses changent encore plus vite. Les actualités, les points de vue et les préoccupations du monde arrivent sur nos écrans en quelques secondes. Lorsqu’il s’agit de gestion de patrimoine et d’investissement, il peut être difficile de garder du recul.

mai 7, 2019

Richard Coffin receives his CFA designation!

WDS proudly announces that Richard Coffin, the newest face at the company, has received his Chartered Financial Analyst (CFA) designation. The CFA is one of the most respected professional finance designations, considered a “gold standard” in the field of investment analysis. CFA holders have thoroughly studied a spectrum of topics […]
avril 5, 2019

RESULTS at a glance – 1Q19

2019 started off strong, with Canadian and U.S. markets both experiencing low-teen returns in the first quarter. At the same time, 10-year government yields have fallen in both countries as central banks signaled a pause in their rate hikes; in the U.S., this has led to a yield inversion, with […]
mars 8, 2019

Attention to Detail – March 2019

An Important Lesson From Ben Graham by Charlie Munger (GuruFocus) This month’s article (link) features a short excerpt from an old Outstanding Investor Digest issue, in which Charlie Munger himself recalls an encounter he had with his investment mentor, Ben Graham, that taught him a valuable lesson about corporate management. […]
janvier 29, 2019

RESULTS at a glance – 2018 Year End

It was a tough year, with two corrections causing both Canadian and U.S. markets to experience negative returns in 2018. The Canadian dollar erased much of its progress against the greenback despite rising interest rates in Canada. Oil prices dropped drastically after rallying throughout most of the year. Gold, while down […]
décembre 14, 2018

Attention to Detail – December 2018

Zoom Out, Baby, Zoom Out (Safal Niveshak) Talk about a lousy way to end the year; as if the 10% and 8% drops in the S&P500 and TSX at the start of 2018 weren’t enough, the last three months have erased all gains year-to-date. Things are looking pretty rough outside […]
novembre 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 […]
octobre 15, 2018

RESULTS at a glance

U.S. stocks continue to recover from their tumble in February while Canadian markets remain flat year-to-date. This divergence reflects in the CAD/USD exchange rate, which is down 2.5% year-to-date. Long-term bond yields continue to climb in both countries, and while oil has seen a strong rebound, gold has fallen further […]
septembre 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 […]
octobre 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 […]
septembre 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 […]
juillet 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. […]
avril 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 […]
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