Consumer spending is expected to accelerate into the summer as economies re-open. Considerations for investors in light of rising inflation.
Weight Management
2021-04-30, Darren Dansereau
An example of how we balance quality and value considerations to determine portfolio weights.
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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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Don’t Hate The Player…
2021-02-05, Vanessa McNabb
GameStop’s extraordinary surge came to an abrupt halt this week. The appeal was never in any underlying fundamentals, it was in the game itself.
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Excessive Optimism And Rampant Speculation
2021-01-15, Jason Reed
A discussion of speculation and unrestrained enthusiasm for high growth in today’s equity markets.
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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.