Market Ethos - Whistling past the graveyard Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Brett Gustafson on Jun 14, 2021 The bond market appears relaxed and whistling as it walks past the spiking inflationary data (aka the graveyard). In this Ethos we share both sides of the argument on higher or lower inflation going forward, plus of course our views. Click HERE Read more
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
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
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
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
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
The Recovery Continues Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by Alexander Tjiang on Aug 04, 2020 In this month's Investor Strategy, we go through: Market recap Flipped radical Gold and the dollar Preferred shares & new bank capital Managed Portfolios & currency exposure Click HERE 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
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