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; […]
Most investors know that Canada’s real estate sector has been one of the hottest in the world and is a big contributor to Canada’s economic growth. However, the magnitude of that contribution may surprise…
What got you here may not get you there – why private investments are an important part of a balanced portfolio. It has been a remarkably rewarding 40 years for investors in public stocks and bonds…
In the last 6 months, financial markets have been experiencing a shift, characterized by the following: The economic outlook for 2021 and beyond has improved, Commodity and other input…
Stocks and other risk assets experienced strong returns during the fourth quarter of 2020 as a relatively benign US presidential election outcome coupled with multiple COVID vaccine…
In a recent interview with Focus Asset Management, Jeff Spinks from Koster Spinks and Koster highlighted five areas where increased…
The following is an excerpt from our quarterly newsletter distributed to clients. Strong Markets, Encouraging Shifts The third quarter was a strong one for most asset markets, with stock markets in the US leading the way. The S&P500 rose 8.5% (6% in C$ terms) while in Canada, the TSX rose 4%. The quarter was characterized […]