Each market cycle is unique, but similarities emerge. Our process helps us navigate market ebbs and flows while positioning for attractive opportunities.
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.
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Hikes On The Horizon
2021-12-17, Clement Chiang
Now that economic growth has rebounded and employment and inflationary pressures have recovered, emergency levels of monetary stimulus are no longer needed.
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Preparation Over Prediction
2021-08-20, Clement Chiang
In lieu of macro predictions, our preference is to focus on portfolio preparations using our bottom-up value-based philosophy.
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Staring Down The Unwinding Road
2021-04-23, Clement Chiang
Investment considerations as the Bank of Canada begins to taper its purchases of Government of Canada bonds.
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Moral Hazard 2.0
2020-12-04, Clement Chiang
Our objective is to build lasting value for our clients over time regardless of the moral hazards in vogue today.