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 […]
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 […]
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 […]
We are pleased to welcome Yasmeen Seddiq who joins the firm’s Client Advisory team as Senior Principal. Get to know Yasmeen as she shares some insights about herself below. What do you do at Focus and what do you enjoy most about your role? Yasmeen: As Senior Principal on the Client Advisory team, I am […]
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 […]
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 […]
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 […]
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 […]
Our succinct perspective on key investment and wealth-related issues. Following a munificent 2021 in markets, investors could be forgiven for feeling a little complacent. After all, most assets in their portfolios delivered sizable gains last year, propelled by a heady mix of earnings growth, low interest rates, unprecedented central bank stimulus, and a liquidity-fueled appetite […]