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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Three Ways to Cure Your “Tax Hangover”

Our succinct perspective on key investment and wealth-related issues. As Canadians, we associate springtime with longer days, warmer weather, playoff hockey… and tax season. It’s not surprising that many have an aversion to thinking about the latter: wealthy Canadians pay among the highest levels of personal income tax in the world.  In fact, as you […]

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Quarterly Focus – Q1 2022

The following is an excerpt from the quarterly newsletter distributed to clients. Preparing for Unknown-Unknowns Thoughtful investors are always attuned to potential risks. Heading into 2022, the attention of market participants and media pundits was trained on the following: Would the Omicron wave trigger an economic slowdown? Would surging inflation prove to be a transitory […]

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