Pandemic, Polls, & Positioning Filed Under: Events | Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management 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
Investor Strategy - A Loveless Recovery Filed Under: Events | Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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
Investor Strategy - Vaccine May Hurt the Market Filed Under: Events | Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management 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 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
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
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
Alts get a B+ Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience Published by Alexander Tjiang on Jun 15, 2020 This was a fast bear and a big bounce. In this Ethos we dive back into the Alts space focusing on return dispersion and how many of the volatility management strategies did during the recent market volatility. Click HERE 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