August 15, 2019

Money & Banking August 13, 1979, 12:01AM EST

The Death of Equities

How inflation is destroying the stock market

On July 23 institutions that manage pension fund money began operating under a new and far more liberal interpretation from the Labor Dept. of what is a prudent...

August 8, 2019

Diversification is unquestionably the anchor to designing an effective portfolio of investments. The idea is commonsense to all of us: Don’t put all of your eggs in one basket.

Because we don’t know what’s going to outperform, we spread our bets across a variety of inve...

August 8, 2019

Mastercard, Microsoft, Amazon and PayPal are among market’s most crowded trades. The overlap in the top 50 stocks holdings between mutual funds and hedge funds is now at near-record levels.

July 19, 2018

By now you’ve likely read a few dozen “second half” investing strategy ideas being offered online. Here’s the only one that matters: rebalancing your portfolio.

I understand why financial journalists peg these stories to the calendar. They’ve got space to fill and often...

June 13, 2018

KEY TAKEAWAYS

  • After the longest run of outperformance of growth stocks ever, we think value may be poised for a comeback.

  • Value stocks may be supported by accelerating economic growth, attractive relative valuations, and the potential for improved financials se...

June 1, 2018

Shortly after the 2018 Winter Olympics closing ceremony, I started thinking ahead to the 2022 Winter Olympics.

Will Canada repeat its record medal haul? Will Russia dominate figure skating again? Will Norway and Germany win the most medals again? My questions reflected...

September 12, 2017

Anybody who has ever been to a financial adviser knows the drill. The adviser begins by asking you to fill out a questionnaire, aimed at getting at a key measure: your appetite for risk. By knowing how much risk you’re able to tolerate, the adviser knows how much you’r...

June 15, 2017

Pessimism is intellectually seductive in a way optimism only wishes it could be.

Tell someone that everything will be great and they’re likely to either shrug you off or offer a skeptical eye. Tell someone they’re in danger and you have their undivided attention.

Hearing...

June 5, 2017

We have met our enemy and he is us.

The average Canadian investor has lagged the average fund for the last 10 years. Through December 2016, the average Canadian diversified equity fund returned 4.37%, yet the average diversified equity fund investor earned 2.99% over th...

March 20, 2017

Proponents of robo-advisors say their main advantage is lower fees due to increased efficiencies from the technology. They claim this can add hundreds of thousands of dollars to your investments over time.

But is that true?

I decided to do my own analysis of the impact f...

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