Why are sophisticated investors so intrigued by infrastructure?
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, […]
Quarterly Focus – Q2 2021
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, […]
Do You Know Your “Number”?
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 […]
Do You Know What’s In Your Portfolio?
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 […]
Quarterly Focus – Q1 2021
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; […]
Real Estate
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…
Private Investments: A Unique Approach
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…
Rising Interest Rates… Now What?
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…
Quarterly Focus – Q4 2020
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…