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
Guiding into the Abyss Filed Under: Investment Services | Special Reports and Newsletters | Wealth Management Published by Alexander Tjiang on May 11, 2020 First-quarter earnings season is wrapping up with about 90% of constituents in America having reported. Canada is a little farther behind at 70%. As you would imagine, outside of firms providing video conferencing, e-commerce, disinfectant manufacturing... Read more
Investor Strategy - The Great Bounce Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Alexander Tjiang on May 05, 2020 This week is our monthly strategy update for May, covering off markets, our thoughts and positioning. Highlights include: Fade the bounce – as the policy lift fades, we have months of bad economic and earnings data to get through. Trimmed risk – our recommended... Read more
Body Blow to Value & Small Cap Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Apr 27, 2020 In this week’s Ethos we dive in to factors such as style, size, etc. Value and small cap have not done well of late while momentum continues its run. Read More Read more
Currency, Gold & The Other Side Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Alexander Tjiang on Apr 20, 2020 In this week’s Ethos we provide our updated thoughts on currency, namely the USD and USD/CAD. Plus, given our bearish medium term view of the USD, gold remains popular although the easy money may have already been made. Read More Read more