Economic Bounce Continues Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Richardson Wealth Asset Management on Aug 31, 2020 In this Ethos we take a look at some of the faster economic data out there that continues to support the bounce in activity. Plus updating our Market Cycle indicators that have returned almost to pre-pandemic levels. Click HERE Read more
Winter is Coming For the Static 60 / 40 Filed Under: Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by Alexander Tjiang on Aug 24, 2020 With yields & credit spreads historically low, market valuations historically high, the static 60/40 may be hard pressed to maintain its historical 7% nominal return in the coming years. In this Ethos we share a number of strategies for a potentially... Read more
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