Richardson Wealth Connected Wealth - Publications

Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management

Published by Richardson Wealth Asset Management on Sep 28, 2020

The Canadian energy sector is not what it used to be, no largely dominated by pipelines. In this Ethos we share our views on the sector, commodity and outlook. Click HERE Read more

IPO Renaissance

Published by Richardson Wealth Asset Management on Sep 21, 2020

It was hard not to notice the excitement surrounding initial public offerings (IPOs) last week as we saw SNOW in September. In fact, IPOs are having a banner year with businesses rushing to raise capital and provide liquidity for early-stage investors... Read more

Fast Markets

Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management

Published by Richardson Wealth Asset Management on Sep 14, 2020

2020 is already in the history books as a very volatile year, both good volatility (up) and bad volatility (down). While the 2020 level of market volatility is unlikely to persist, the markets have been experiencing bigger, faster swings for a few years... Read more

Investor Strategy - Vaccine May Hurt the Market

Published by Richardson Wealth Asset Management on Sep 07, 2020

In this month's investor strategy Market recap – So much for the summer doldrums Asset Allocation – Investment implications of deglobalization Asset Allocation – Winder is coming for the static 60/40 Equities – Could a vaccine trigger a correction Fixed... Read more

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

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