Place Your Bets Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on Aug 17, 2020 This ethos takes a look at where Canadian equity managers are allocated across sectors, or have placed their bets relative to the TSX. Where they are the most overweight and underweight on an asset weighted basis. Click HERE Read more
Earnings - It's All Relative Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on Aug 10, 2020 With Q2 earnings season winding down, this has been one of big surprises relative to expectations, and the surprises have been mostly positive. Click HERE Read more
The Recovery Continues Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by Alexander Tjiang on Aug 04, 2020 In this month's Investor Strategy, we go through: Market recap Flipped radical Gold and the dollar Preferred shares & new bank capital Managed Portfolios & currency exposure Click HERE Read more
Performance Chasing? Fight The Urge Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Jul 27, 2020 In this week’s Ethos we take a look performance chasing. Retail investors have become more active in trading individual equities, reminiscent of the late 1990s. Plus, in the Canadian equity fund/ETF universe, past performance is not a great metric for... Read more
Feeling A Little Loonie Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on Jul 20, 2020 In this week’s Ethos Derek takes a tour of the various forces at work on the Canadian dollar. Pandemic, recession, oil, monetary intervention, fiscal spending galore, there certainly are many moving parts. Click HERE Read more
The Market & The Economy: Two Very Different Tales Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on Jul 13, 2020 With the market and economy marching to different drums so far in 2020, we share a longer term perspective on the economy & market relationship plus some of the more recent factors contributing to this divergence. Click HERE Read more
Opening Up Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on Jul 06, 2020 This month’s investor strategy has taken on a new look – more direct to the point, more asset allocation focused and now landscape!! Market recap Asset Allocation – tapping the brakes Int Equity – divergent stages of opening Equity – getting a bit smaller... Read more
What's Wrong With My Divs? Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Jun 29, 2020 Dividend strategies, that normally hold up better in times of volatility, didn’t so far in 2020. In fact many dividend strategies followed the market down and didn’t rebound nearly as much. In this Ethos we dive into divs, discussing why they lost their... Read more
Novel Recession Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Jun 01, 2020 Lots in this month’s investor strategy. Executive summary: Market recap – The bounce continues: Market recovery continued in May while boring bonds were very narrowly rangebound. An encouraging note: equity market leadership has been broadening beyond... Read more
The Incomparable Recession Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on May 19, 2020 This is a very different recession. Self induced, early policy response and with the pain so far hitting primarily services, all combine to make comparisons with past cycles much more problematic. There is good news though. Click HERE Read more