The world is slowly emerging from the global COVID-19 pandemic, although the recovery will be uneven with the prospect of deadly variants looming in the background. Still, for much of... read more →
The COVID-19 pandemic has entered its second year, with the new variants pressuring global health care systems and governments responding with varying degrees of lockdowns. While it can be difficult... read more →
Despite central bankers’ best attempts to tame the business cycle, economies continue to gyrate in cycles of boom and bust. During a growth period, many speculate when the next downturn... read more →
The social and economic impact of COVID-19 has dominated capital market performance over the past nine months. The severe and rapid decline in global equity markets in February and March... read more →
Since we last wrote you, the coronavirus has raged on around the world. We have witnessed a wide variety of responses from governments everywhere. The approaches taken, and success rates... read more →
Over the past three months, the coronavirus has had an unprecedented impact on the world and financial markets. At the time of this writing, the pandemic remains on the rise,... read more →
With the decade ending on December 31, 2019, we look back over the past ten years to see how the various financial markets performed. The U.S. equity market handily outperformed... read more →
In early 2018, U.S. President Donald Trump said “trade wars are good and easy to win”. With that, he kicked off the U.S.-China trade war, which has been escalating now... read more →
A vital component to our investing process is performing our own fundamental research on both the companies that we invest in and the ones that we are interested in. All... read more →
After the very weak performance by North American markets in the fourth quarter, particularly in December, equity markets have rebounded strongly. In spite of this, we continue to remain cautious.... read more →