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
Market Ethos - Market's Mood & Flow Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Apr 26, 2021 This week’s ethos dives into investor sentiment. Whether measured by surveys, use of margin or fund flows, individual investors appear to be increasing active of late. While this is good news that has helped markets move higher, more often than not these... Read more
Investor Strategy - Another great quarter to be an investor Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Connected Wealth on Apr 05, 2021 Q1 was a good quarter to be an investor, now what will the rest of 2021 hold? In this edition: Market recap – yields, value & margin calls Market cycle & portfolio positioning Currency & crowded trades Inflation stirring beneath the surface Pandemic induced... 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