In our commitment to continuous learning, After-Action Reviews aim to spot new patterns to improve performance.
That History Rhymes Quote
2022-07-22, Clement Chiang
Each market cycle is unique, but similarities emerge. Our process helps us navigate market ebbs and flows while positioning for attractive opportunities.
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Slaying The Inflation Beast
2022-07-15, Jason Reed
With an overheating economy and rising prices, the BoC’s mission is clear: it must raise interest rates to reduce inflation without triggering a recession.
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Fortune Favours The Bold… Or Not
2022-06-17, Diana Chaw
History suggests a useful upgrade to the axiom might be “Fortune favours… the prudently bold.” Examples of measured risk taking.
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Anywhere To Hide?
2022-05-13, Steven Kim
With painful inflation levels, rising rates and economic concerns, 2022 has been a hostile environment for most investors, but downside protection prevails.
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And Another One
2022-04-22, Clement Chiang
A 50bps rate hike is unusual and validates the zeal with which Governor Macklem wants to normalize monetary policy as quickly as possible.