Adhering to the process means swinging at the best pitches that are in the optimal part of our investing strike zone.
Evolution Of Patterns And Process
2022-08-19, Amit Shah
In our commitment to continuous learning, After-Action Reviews aim to spot new patterns to improve performance.
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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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Q2 2022 Market Commentary
2022-07-08, Mathew Hermary
Rising inflation, labour shortages, war in Ukraine and persistent supply chain issues weighed on equity and bond markets during the second quarter.
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The Power Of Thought
2022-06-24, Vanessa McNabb
Behavioural finance expert Daniel Crosby shares that humans have a natural tendency to imagine the worst possible outcomes, which is not always constructive.
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Reducing Sequence Of Return Risk
2022-06-21, Jason Reed
Bad returns early in retirement can cause an investor’s capital base to erode such that withdrawals grow to an unsustainably high percentage of assets.
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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.