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 →
For investors, 2018 came to a merciful close on December 31st. With increasing volatility stalking the equity markets throughout the month of December, it ended with the worst performing year... read more →
Over the past few years, financial markets have benefited from continuous global economic growth. As a result, major equity markets have delivered positive returns and credit markets are witnessing a... read more →
One of the more encouraging aspects of working in the investment industry is witnessing the practical evolution of humankind. Change happens constantly, and most of the time, for the better.... read more →
For more than a decade, we have had a preference for investing in U.S. companies over their Canadian counterparts. The United States features a stronger and more diversified economy and... read more →
The past year has been one of the strongest in the eight year bull market run which began in March, 2009. During 2017, the S&P 500 delivered a 20% return... read more →
The North American economies have experienced a steady recovery and expansion since the “great recession” of 2008-2009. In recent years, most major economies have joined in, providing a current landscape... read more →
This most recent quarter has seen the continuation of synchronous global economic growth. This expansion is supported by increasing evidence that previously struggling emerging economies, such as Brazil and Russia... read more →