Global stock markets plunged in the final quarter of the year, resulting in double digit annual losses for equity investors worldwide.
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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Keeping Emotions In Check
2018-10-26, Steven Kim
Turbulence in the market can cause a range of emotions amongst investors. Fear, frustration and panic are amongst expected reactions.
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Q3/2018 Commentary
2018-10-12, Joe Jugovic
Global markets struggled this quarter, but the U.S. bucked the trend, and posted its largest quarterly gain in nearly five years.
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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.
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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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Sovereign Risks
2018-06-01, Jason Reed
Italy’s political drama escalated as the populist coalition failed to form a government, resulting in a bond sell-off.
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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.