Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.
Emphasis On Durability
2019-11-22, Clement Chiang
Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
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The Four Most Dangerous Words
2019-07-26, Clement Chiang
Historically when the market fully believes in these four words, the next chapter has been a painful experience.
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Turning Blue
2019-04-26, Clement Chiang
Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.
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The Changing Beat In The Background
2018-12-14, Clement Chiang
Sometimes we grow so used to the music playing in the background we forget just how extreme and unprecedented these quantitative easing (QE) programs are.
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The Long And Short Of It
2018-08-17, Clement Chiang
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.