Market Ethos - Be prepared: Have your portfolio playbook ready Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Sep 12, 2024 Markets never move in a straight line, and there will be big oscillations, up and down, along the journey. These moves can create opportunities to add value to a portfolio by being a bit tactical, even if just around the edges. So, how can we overcome... Read more
Market Ethos - Be prepared: Have your portfolio playbook ready Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Sep 10, 2024 Markets never move in a straight line, and there will be big oscillations, up and down, along the journey. These moves can create opportunities to add value to a portfolio by being a bit tactical, even if just around the edges. So, how can we overcome... Read more
Investor Strategy - Don’t go down Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Sep 10, 2024 Could the market be running out of levers to help it move higher? Maybe. But one thing is for sure: the amount of money parked in money markets is huge, certainly encouraging the ‘buy the dip’ mentality. This has not been a sleepy summer, so either the... Read more
Market Ethos - The Energy disconnect Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Aug 27, 2024 While Canadian energy companies have proven resilient, the recent divergence between commodity prices and energy stock performance warrants closer scrutiny. Despite a notable decline in commodity prices since the quarter’s inception, energy stocks have... Read more
Market Ethos - Bond buyers can be so sensitive Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Aug 27, 2024 There are many buyers of government bonds ranging from those big central banks, pensions, insurance companies, regular banks and investors (like you and me). The proportions of these cohorts change over time for many reasons. Today, we believe the groups... Read more
Market Ethos - Don’t say the ‘R’ word…yet Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Aug 27, 2024 Beneath the ‘carry trade’ talk, there has been an uptick in folks talking about recession once again. That will be our brief topic this week. Click HERE to access the report. Read more
Market Ethos - Patience is a virtue Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Dolores Jandoc on Aug 08, 2024 Marketing in the investment management industry is often focused on pieces of a portfolio that have worked out really well. Not today though. Instead, we are going to discuss perhaps our worst portfolio tilt in 2024: the use of equal-weighted U.S. equity... Read more
Market Ethos - Why it’s good to be Canadian Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jul 23, 2024 The stock-to-bond correlation is at the core of multi-asset portfolio construction, and from 2000 to 2020, it was negative. This makes the portfolio construction process much easier and allows you to enjoy decent returns with less risk or volatility.... Read more
Market Ethos - Looking for the line in the sand Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jul 23, 2024 Perhaps the market moves higher as inflation cools more, uncorking a little bit more from multiple expansion. But with each piece of news that helps the market multiple rise on lower inflation/yields, it adds to pessimism for the economy and future earnings... Read more
Investor Strategy: Second half challenges ahead Filed Under: Investment Services | Portfolio Management | Wealth Management Published by RWL on Jul 09, 2024 The trend is your friend, or so the saying goes. If this holds, the second half (2H) should be some pretty smooth sailing, given the 1H. And there is good news out there, albeit with some challenges. Here are our big highlights for the second half: Economy:... Read more