Insights

In his second term, Donald Trump has launched a barrage of executive orders, trade tariffs, and immigration crackdowns, creating a chaotic policy environment that is difficult to track.

4 minute read ›

Watson Investment Partners

Many investors believe they can time the market, jumping in when prices are low and cashing out before they fall. While the idea is appealing, history shows that market timing is not only difficult but often counterproductive.

5 minute read ›

Watson Investment Partners

The financial advice industry in Canada is a maze of titles: Portfolio Manager, Investment Advisor, Financial Planner, and more. Each promises to guide you toward your financial goals, but choosing the right advisor is not just about convenience, it can significantly impact your wealth.

4 minute read ›

Watson Investment Partners

Fixed income markets have posed considerable challenges to investors for over a decade. For most, low yields and high correlations to stocks have rendered the asset class less useful. We have a different approach.

5 minute read ›

Watson Investment Partners

The promise of growth in stocks paired with the reliability and income of bonds makes for a solid pitch. Yet, focusing solely on these assets can limit potential returns and expose portfolios to risks that alternative investments can help mitigate, ultimately leading to greater wealth, a more secure retirement, and reduced stress.

4 minute read ›

Watson Investment Partners

Amid domestic and global headwinds, Canada's residential real estate market remains an attractive investment. Despite various economic shocks, the resilience of Canadian housing remains a constant.

6 minute read ›

Watson Investment Partners

Dividend-paying stocks attract capital as interest rates fall. The reasons are simple, retirees, pensions, and other income-sensitive investors have enjoyed an easy period of high rates. As rates fall, these investors look for alternatives to maintain their income levels and, if necessary, take additional risk to do so.

5 minute read ›

Watson Investment Partners

Our team leverages decades of experience as principal investors and capital allocators across various asset classes and investment strategies, including stocks, bonds, private equity, private credit, real assets, and hedge funds.

4 minute read ›

Watson Investment Partners

Labour markets remain healthy and resilient globally, with unemployment rates within acceptable levels. Along with moderating inflation, this suggests continued strength in consumer demand. This is likely to persist due to structural factors causing labour demand to outstrip supply.

5 minute read ›

Watson Investment Partners

We object to the demeaning scourge of the stock market’s unrestrained swings. We utilize asset classes and unique strategies, often the exclusive domain of institutional investors, to moderate downside participation, smooth out returns, and deliver the performance clients deserve.

6 minute read ›

Watson Investment Partners

The word “transitory” was used, by pundits, at nauseum to describe the inflationary pressures on global economies. This was in 2021, as the initial impact of the COVID-19 pandemic subsided and prices for goods and services began rising steeply. We were in “unprecedented” territory – a word that seems to have lost its meaning given almost every market environment nowadays is “unprecedented”.

5 minute read ›

Watson Investment Partners