Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
What are Credit Premiums Telling Us?
2024-03-27, Gennice Spanier
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.
MORE >
Unhappy In Their Own Way
2024-03-13, Diana Chaw
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
MORE >
Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.
MORE >
What Do You Know About Longevity Risk?
2024-02-28, Jason Reed
A survey conducted by the Canadian Institute of Actuaries (CIA) reveals that Canadians underestimate their life expectancy by almost four years
MORE >
Think Small
2024-02-14, Derek Nichol
While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
MORE >
Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
MORE >
Optimizing Tax Efficiency
2024-01-24, Vanessa McNabb
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.
MORE >
Industry Evolution Paves Attractive Path for Circle K
2024-01-18, Daniel Morgan
Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
MORE >
Q4 2023 Market Commentary
2024-01-10, Mathew Hermary
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.