With the BoC and the U.S. Federal Reserve well into their rate hiking cycles, investors have fixated on the flattening shape of government yield curves.
Risk Taking, Past Cycles … And A Silver lining
2018-07-06, Joe Jugovic
Perversely, investors’ propensity to take on risk seems to increase the longer a cycle lasts and the higher past returns have been.
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Go Long (With Aligned Partners)
2018-06-08, Steven Kim
Long-term investors benefit from both compound interest and lower volatility through extended investment horizons. How long is long enough?
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Don’t Rely On The Punch Bowl
2018-04-13, Clement Chiang
With the Bank of Canada and the U.S. Federal Reserve well underway in their hiking cycles, we wonder how many days are left until the punch bowl is taken away.
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Markets In Transition
2018-04-06, Joe Jugovic
Despite all the optimism about improving global economic conditions, we think we’re transitioning to more challenging times.
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A Nearly Perfect Combination
2018-01-05, Joe Jugovic
This is the first time since 2010 that we have seen synchronized expansion and it seems reasonable to expect it to continue.