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 →
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 →