Insights
Investor Strategy
Investor Strategy
Santa may have come early
December 2022. Investor Strategy. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the…
Investor Strategy
Road not taken
November 2022. Investor Strategy. There might be better entry points ahead, but one-year return expectations are the best we have seen in many years, given…
Investor Strategy
When does the bear market end?
October 2022. Investor Strategy. Even after the strong mid-summer rally, markets were left in a slightly negative position to end the quarter. In Canada, the…
Investor Strategy
Summer Sizzle Fizzle
September 2022. Investor Strategy. Markets bounced hard off the June bottom during summer trading that typically has less liquidity. then limped in mid-August.
Investor Strategy
Second half off to a good start
August 2022. Investor Strategy. Many have noticed the positive correlation between equities and bonds this year. The positive correlation is nice when everything goes up.
Investor Strategy
Our halftime report: a recap and playbook
July 2022. Investor Strategy. Markets are beaten down, investors are generally having a very difficult time of it, and there has been no place to…
Investor Strategy
Passive or Active? Why not both?
June 2022. Investor Strategy. This month, after our lookback to May’s market activity, we will get into the debate between active and passive management.
Investor Strategy
Fixed income
May 2022. Investor Strategy. While the markets deserve their splatter of pixels, we focus on the fixed income portion of the portfolio.
Investor Strategy
Volatility in the house
April 2022. Investor Strategy. With action in the geopolitical arena and an interesting confluence of inflation, it's time to understand our portfolio exposures.