The following is an excerpt from the quarterly newsletter distributed to clients. Rewarding 2021 – Prospects for 2022 Stock markets posted strong returns during the fourth quarter, capping off a very good 2021 for most investment assets. Globally, the S&P500 once again led the way in Q4, gaining 11%, while in Canada, the S&P/TSX rose […]
The following is an excerpt from the quarterly newsletter distributed to clients. Where opportunity lies Conflicting investment themes caused volatility for global asset markets during the third quarter. Yet despite the choppiness, returns were relatively flat for stocks and bonds. The S&P500 eked out a 0.6% gain while in Canada, the S&P/TSX was up a […]
We are pleased to announce that The Focus Credit Opportunities Fund has been nominated for the 14th Annual Hedge Fund Awards 2021 in recognition of the fund’s one year return. This unique investment strategy invests in various credit markets and supports portfolio diversification. The fund’s strong performance speaks to the commitment and proficiency of Michael […]
Our succinct perspective on key investment and wealth-related issues. “Unprecedented” is a word we have heard frequently in the last two years. And while we are reluctant to contribute to its overuse, the extraordinary fiscal and monetary stimulus enacted in the wake of COVID-19 pulled global bond yields to low levels that were truly… unprecedented. […]
Our succinct perspective on key investment and wealth-related issues. If you follow the financial news, lately you have heard a lot about “infrastructure.” You have likely seen headlines touting government plans to build new infrastructure – assets and networks that facilitate critical elements of our daily lives and economic activities (think of toll roads, airports, […]
The following is an excerpt from the quarterly newsletter distributed to clients. Never a straight line The second quarter was a decent one for investment returns as both stock and bond markets recorded strong gains during the three-month period. Canadian and US stock markets both rose by 8.5% in local currency terms. In fixed income, […]
Our succinct perspective on key investment and wealth-related issues. Your “number” is the required rate of return on your investment portfolio that allows you to achieve your financial goals. If you are a high-net-worth investor and you don’t know your number (or you are not sure), you certainly are not alone. However, lacking this key […]
Our succinct perspective on key investment and wealth-related issues. “Risk” is a loaded word that means different things to different people. When it comes to public securities, many investors equate it with volatility or the frequency and magnitude of changes in the price of an asset. We prefer to think of it as the chance […]
The following is an excerpt from the quarterly newsletter distributed to clients. Covid – one year later Although the COVID-19 crisis continues to exact its horrible toll around the world, from the perspective of markets at least, COVID has been in the rearview mirror for over a year now. That statement may surprise many people; […]