Investor Strategy - Commodity Supercycle Unlikely Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience Published by Brett Gustafson on Jun 07, 2021 In this month’s investor strategy we tackled the debate as to whether or not the recent spike in commodity prices is the early innings of a commodity supercycle. Market recap – True North strong & free Asset Allocation – Market cycle & positioning Fixed... Read more
Investor Strategy: Time for real assets? Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Brett Gustafson on May 03, 2021 This month’s investor strategy includes the usual market recap and market cycle plus a dive into real assets. Market recap – defying the odds Asset Allocation – market cycle Real Assets: Worth considering for 2020s? Real Estate – less real than you think... Read more
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
Earnings Dance Filed Under: Events | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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
Active vs. Passive Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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
A Recession Like No Other Filed Under: Events | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management 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
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
Canada's Changing Energy Sector 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 Filed Under: Events | Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management 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