Performance Chasing
The most prevalent disclaimer in the investments world goes something like this – “past performance may not be repeated”. If … Read more
Connected Wealth
Profiting From Investor Misbehaviour
All investors make errors which can often be traced back to a behavioural bias or emotional mistake. If under certain … Read more
The Search For Alpha
The holy grail of investing is generating alpha, adding performance relative to an appropriate benchmark. Portfolio managers around the world … Read more
Let The Good Times Roll
“History does not repeat itself, but it often rhymes” – Mark Twain We all have a fascination with models or … Read more
Avoiding Behavioral Pitfalls
“The investor’s chief problem – and even his worst enemy – is likely to be himself” – Ben Graham Investing … Read more
CFOs Loosening Purse Strings Which Could Boost Consumer Spending
The economy is made up of many moving parts including consumer spending, government spending, net exports and investments. For the … Read more
Active Vs Passive: When, Where And Why To Be Which
In 1950, 90% of U.S. stocks were owned directly by households, with the rest owned by international investors and funds. … Read more
The Sweet Spot
The current market cycle started back in early 2009 and has been chugging along for 8 ¼ years. While it … Read more
Financial Gravity
After the apple hit Sir Isaac Newton’s noggin, he, and subsequently the rest of the world, understood gravity – what … Read more
Core Income Refresh Part 4 – Consumer Sectors & Health Care
This is the fourth and final edition of the Core Income Refresh series. This week, we shift our focus to … Read more
Core Income Refresh – Part 3 Industrials & Technology
Innovation and technological advancements are changing the world as we know it. These trends are unlikely to fade anytime soon … Read more
Core Income Refresh – Part 2 Commodities
In the second edition of the Core Income Refresh series we examine the Commodity sectors, both of which are very … Read more
The Good & The Bad
Markets calmed down last week after seeing a brief return of volatility that certainly raised some eyebrows. One aspect that … Read more
Market Clock
Few would disagree that there is a lot to worry about these days. Venezuela appears to be on the edge … Read more
Canadians Behaving Irrationally
The essence of money management can be encapsulated in searching for investments that are trading below their intrinsic value. Buying … Read more