Inflation and Its Impact on Your Portfolio

January 3, 2024

I’ve heard more about inflation in the last year than in the previous 10. It’s affecting everyone's cashflows but what about investment portfolios? Let’s dig in and talk about what inflation is, how it’s calculated and how it impacts your investment portfolio.
Rising Rates and the Dilemma of Duration

March 31, 2023

Investors today are dealing with strong macro winds. It is not about the war in Ukraine, earthquakes or the divides in politics - those are all areas of concern to be addressed in other forums - it is about the persistent rise in interest rates. A wise and tenured investment manager was asked what his prediction was on rates and his response was that no one can really predict two things, inflation and interest rate direction. Recall the smart minds at the central banks calling “inflation transitory” not too long ago?
2023: Building on a better base for investors

February 9, 2023

Investing money at its most basic is just delayed consumption. Putting $250 away versus buying another pair of shoes simply means you can buy those shoes at some point in the future. It makes sense then that the baseline goal of investing is to protect the purchasing power of your money. The good news is that by paying basic attention to asset allocation, tax rules, costs and generally not overmanaging, the goal of staying ahead of inflation is achievable!
From Fantasy to Fundamentals: The Appeal of Infrastructure in 2023

January 19, 2023

Do you remember the Fire Phone, or the Coolest Cooler? What about the Microsoft Kin or Juicero? No, well you’re probably not alone.
Investment Terms: Understanding the Lingo

October 11, 2022

Bull versus bear? Mutual fund versus ETF? How do they work out the inflation rate? How many times have your eyes skimmed cluelessly over an article or nodded in meetings at investment terms that are familiar but mean nothing to you?
Beyond Coldplay: how emerging markets enhance your investment palette

August 17, 2022

There’s a reason the likes of Coldplay and U2 sell millions of albums - people know what they’re getting. Whether it’s The Edge’s chiming guitar or Chris Martin’s lovelorn warbling, familiarity is comforting. Less widely known, and arguably more interesting bands, like Sparks for example, who switch up genres, often endure more sporadic profits.
Inflation … What does it mean?

July 21, 2022

Filling up your gas tank in recent months is like seeing the bill for your toddler’s birthday party – “how much?” For a smooth family life, however, both must be paid.
Managing money in a rising interest-rate environment

March 31, 2022

Canada’s benchmark interest rate hit an all-time high of 16% in 1991 – and here investors are in 2022, freaking out over projections it’ll touch 1% by June. But there’s a reason for the current unease. Despite rate increases being forecast the minute governments and central banks opened the floodgates on trillions of dollars of stimulus, things have now “got real”.
Should I stay, or should I go?

March 10, 2022

Between the pandemic, inflation, and geopolitical tensions, market uncertainty reigns right now. You might have heard some disturbing words, like shares “plunging”, prices “soaring”, and investment “volatility”. Many people, therefore, are asking themselves: should I take money out of the market and get back in when skies are clearer?
Investing in China: the state of play

February 24, 2022

As Canadians locked their doors to avoid the freezing temperatures this winter, many settled back and watched the action unfold in China. But, at times, it was difficult to tell the bigger story. Was it which athletes made the podium, how many times Xi Jinping cozied up to Vladimir Putin, or was it the growing number of reports explaining the slowing Chinese economy? 
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