Published by Alexander Tjiang on Nov 30, 2020
Perhaps the most recurring question from all those virtual client events our team hosts has been - who is going to pay for all of this? In this Ethos we dive into the tab, how it has been financed so far and what it potentially means for the future. Click... Read more Published by Alexander Tjiang on Nov 23, 2020
Perhaps the most recurring question from all those virtual client events our team hosts has been - who is going to pay for all of this? In this Ethos we dive into the tab, how it has been financed so far and what it potentially means for the future. Click... Read more Published by Alexander Tjiang on Nov 16, 2020
Growth has left Value in the dust this year, posting the biggest performance spread since the S&P 500 style indices started in the mid 1970s. However over the past few weeks, this dominance appears to have reversed in favour of Value. Is this the big... Read more Published by Alexander Tjiang on Nov 05, 2020
Early edition of our weekly Market Ethos discussing the market / economic impact of the likely outcome for the U.S. 2020 election. Of course with the caveat that it isn’t over yet and things could change. Click HERE Read more Published by Richardson Wealth Asset Management on Nov 02, 2020
It is almost election time. In the November installment of investor strategy you will find: Market recap Election time Pandemic 2nd wave Positioning still defensive Dividend doldrums LRCNs, the new, new thing Managed Portfolios style evolution Click HERE... Read more Published by Richardson Wealth Asset Management on Oct 26, 2020
In this week’s Ethos, it is all about earnings. Q3 season is upon us and we take a look at how the market often overreacts to earnings results in the short term. Click HERE Read more Published by Richardson Wealth Asset Management on Oct 19, 2020
In this week’s Ethos we update some of our analysis on the active vs passive debate. With such a narrow market this year led by the mega caps, not surprising passive is winning. Now with the market dominated by a handful of heavyweights, what comes next?... Read more Published by Richardson Wealth Asset Management on Oct 13, 2020
The current recession and recovery are not like past cycles, few excesses, hitting service jobs the most, stimulus early and BIG. In this Ethos we discuss some of the unique features and what it could mean going forward. Click HERE Read more Published by Richardson Wealth Asset Management on Oct 05, 2020
Here comes the final quarter to a crazy year. In this month’s investor strategy: Market recap – Q3 defying conventional wisdom Asset allocation – polarized bulls and bears Asset allocation – Market cycle & positioning Asset allocation – Volatile currency... Read more 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