What does the future look like for the Canadian Apartment sector, post COVID-19? Published by Craig Machel on May 04, 2020 We have been long-time investors in the Canadian apartment sector by way of the Centurion REIT. In this recent post, CEO of Centurion Greg Romundt provides an insightful and informed view into the multi-family industry coming out of C-19. Also, stay tuned... Read more
Alternative Investments at Richardson GMP Published by Craig Machel on Jan 11, 2020 Adding alternative and non-traditional investments reduces portfolio risks and creates more predictable growth, as set out by Andrew Marsh, CEO of Richardson GMP. Start the new year on the right track – reduce equity and bond market risks… Why HNW clients... Read more
Diversity done right, including alternative and other return streams Published by Craig Machel on Dec 03, 2019 From our strategists at Richardson GMP, this paper provides a high level view on why some of the world’s largest investors are including much more than just cash, bonds and stocks in their portfolio. This is the approach we embrace with our private clients... Read more
AIMA Canada updates Alternative Investment Handbook Published by Craig Machel on Nov 07, 2019 The Canadian branch of the Alternative Investment Management Association has updated their handbook, including a profile on the private credit space. Private credit offers investors above average yields, secure capital (when done correctly) and better... Read more
RIP 60/40, we won't miss you much Published by Craig Machel on Oct 21, 2019 We have long been advocates of investing beyond a simple equity/bond mix. The 60/40 portfolio allocation may rise from the dead again one day, and when it does we will have continued to be more effectively diversified including all sorts of other income... Read more
Portfolio Managers vs. Portfolio Management Published by Craig Machel on Oct 21, 2015 Portfolio Managers vs. Portfolio Management – the differences are many and all are important as it relates to an investor’s wealth, http://awealthofcommonsense.com/the-difference-between-a-portfolio-manager-portfolio-management/ Read more