Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
What a quarter! Stock markets have finally experienced their first 10% correction since the beginning of 2003. An apparent liquidity crisis developed in the asset-backed
Stock markets have been quite strong globally, as you can see from the performance numbers shown above. Unfortunately, for Canadians who tend to diversify their
While the markets finished the quarter on a positive note, the ride was certainly a bumpy one. Volatility this quarter was caused by two events:
2006 has been a stellar year for equities in general, as can be seen in the above table. European equities have been particularly strong, especially
The correction that started in May 2006 mentioned in our last quarterly letter seems to have been short-lived. The market resumed its upward trend in
After a three and a half year run from the bottom in October 2002, the stock market finally decided to take a breather. A correction
Most markets have moved up nicely in the first 3 months of 2006. Resources and metals continue to lead the bandwagon with oil prices breaking
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis
Planning for the future is one of the most thoughtful things you can do for your loved ones. When it comes to your Tax-Free Savings
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.