COVID-19 – Investing in a downturn
We want to share with you the different investment options when we’re in a downturn and we’re going to use 2008 as a case study.
COVID-19 – How is this crisis different from 2000 and 2008?
In line with our mission to keep you well-informed, we would like to address some of the many questions that we have received in the past weeks regarding the COVID-19 crisis. Nader recorded our first video from his house, as our whole team is working from home. We hope you enjoy it. It’s been a […]
How much gain does it take to recover from a loss?
This month, our chart selection highlights the disproportionate gains necessary to recover from an initial loss on an investment.
Are you feeling bullish?
At almost 4,000 days, we’re riding along on what has been called one of the longest bull market in history. And, since current market conditions appear to be changing, everyone is wondering: has the bull ended its run? Are we entering a bear market? The terms “bull” and “bear” are typically used to describe market […]
Portfolio performance vs. building wealth
Portfolio performance is not the same as building wealth. The former helps facilitate the latter, true. But if you engage in the first and neglect the second you will likely fail to adequately preserve and enlarge what you’ve taken pains to accumulate. Today’s investment environment (the portfolio performance element) is one where exceptional returns are […]
A History of Herding
Our colleagues at Edgepoint Wealth Management Inc. recently asked us this question: “Ever thought about the similarities between picking winning investments and choosing winners in a beauty contest?” Apparently, British economist, John Maynard Keynes examined just that concept in what could be called a “Keynesian Beauty Contest”. Edgepoint’s article delves much deeper and explains the […]
How Tariffs Work & Impact on China
We’re sharing this recently received summary from our colleagues at Manulife Investments*. We found it to be quite informative & insightful: With all the talk about the U.S. – China trade war and the potential for increased tariffs causing uncertainty about global growth, we figured it would be a good idea to tackle the question […]
2018 Market Review, 2019 Perspective
2018 Recap At the beginning of 2018, could anyone have imagined as the year would unfold that Canada would be considered a “national security threat to the United States”, and consequently have US tariffs imposed on our steel and aluminum exports? Would anyone have guessed that the controversy surrounding the Trans Mountain Pipeline would instigate […]
Can Corporate Values and Social Responsibility Increase Profit?
Asked about the social responsibility of corporations, economist Milton Friedman once stated, “a corporation’s responsibility is to make as much money for the stockholders as possible.” This sound byte was immediately polarizing as many interpreted it as callous or excessively capitalist – money over ethics, essentially. However, it’s probable that Friedman’s perspective on corporate responsibility […]
Real Estate vs Equities
Property is often touted as a fail-safe investment – something that will increase in value “no matter what”. While this isn’t guaranteed, it’s true that property values across Canada have steadily trended upward for decades1 (sometimes in a big way, such as the case in Toronto or Vancouver2). Some may wonder, then, how real estate […]
