We’re hiring: Trade Operations Associate

Trade Operations Associate Focus is seeking a trade operations professional to join our team. The individual will be accountable for completing end to end trade activities and liaises directly with our portfolio management team as part of daily requirements and accountabilities. The ideal candidate is eager to accelerate their career in a fast-paced and transformative […]

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The Quarterly Focus – Q2 2023

The following is an excerpt from the quarterly newsletter distributed to clients. Steady as the tide goes out The global economy withstood pressures again this quarter. Despite ongoing monetary policy tightening by central banks and recessionary fears, growth remained resilient (albeit slower). Policy makers continue efforts to bring inflation under control, a journey that is […]

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Vacation Home Conundrums

Our succinct perspective on key investment and wealth-related issues. Planning strategies to keep the peace One of the best kept secrets in North America is the Muskoka Lakes. Ontarians know them. New Yorkers, too. But much of the rest of the continent is blissfully unaware of the watery treasure that resides just north of Toronto: […]

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The Quarterly Focus – Q1 2023

The following is an excerpt from the quarterly newsletter distributed to clients. Looking Back, Moving Forward  March 2023 marked an important anniversary for investors. We are now three years from the COVID-lows in financial markets, when a novel virus erupted onto the world stage, causing a global pandemic and shutting down the global economy. It […]

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Good fortune or skill – is it time to reimagine a new 60-40?

Our succinct perspective on key investment and wealth-related issues. Japan was set to be taken. Sailing from the mainland were some nine hundred ships and one hundred thousand men under the command of Kublai Khan, grandson of legendary conqueror, Genghis Khan. The seasoned military commander had marshalled a force powerful enough to overwhelm the island’s […]

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Focus team profile: Anthony Chan, Senior Manager, Operations

We are pleased to welcome Anthony Chan who joins the firm’s Operations team as Senior Manager. Get to know Anthony as he shares some insights about himself below.   What do you do at Focus and what do you enjoy most about your role? Anthony: I manage Trade and Fund Operations at the firm, enabling […]

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The Quarterly Focus – Q4 2022

The following is an excerpt from the quarterly newsletter distributed to clients. 2022: A year to remember, and for some, to forget It may come as a surprise to some (especially those who don’t follow the financial markets), but 2022 will go down in history as one of the worst years on record for most […]

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Quarterly Focus – Q3 2022

The following is an excerpt from the quarterly newsletter distributed to clients. 2022: How diversified are you?   Jason Zweig, investment guru and writer of the Wall Street Journal’s “The Intelligent Investor” column, recently wrote about the reality facing many investors so far in 2022 (see Figure 1). The rest of the article goes on […]

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Quarterly Focus – Q2 2022

The following is an excerpt from the quarterly newsletter distributed to clients. Grin and “Bear” It – Finding Opportunity in a Volatile Market Global markets resumed their slide during the second quarter of 2022 as consternation over inflation, rising interest rates, and the possibility of a potential recession weighed on investor sentiment. Notably, the S&P […]

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