2022 highlighted the performance benefits of portfolio diversification. Having a clear investment philosophy, not only produced superior results, but also helped provide transparency, clarity and peace of mind for our clients.
In Part 2 of our series on evidence-based investing, we take a look at the roles played by investment style and factor exposures.
A recent settlement is reminder that Canada’s big banks still have a long way to go to eliminating their conflicts of interest when serving investors.
In order to be successful investors, we must prioritize realizing our long-term objectives over chasing short-term gains.
What is it and what are the implications for your investments? How will we be managing your long-term assets based on this curve inversion?
Every new year brings along a flood of predictions and forecasts for what the markets and economies of the coming year will hold
A good advisor will help keep you on track, guide you through trouble spots, and protect you from taking an unsafe detour.
One of the most common pitfalls investors can fall prey to is making portfolio decisions based on investment chatter or noise.
People are buying cryptocurrency in the hope of selling it at a higher price to someone else. This is called the greater fool’s theory.
Canadians remain unaware of or unable to appreciate the significance of the mathematics of sustainability, despite the fact that numbers don’t lie.
An investment philosophy (also called investment strategy) is a set of guiding principles that shape and inform your decision-making process.
The lack of a clear vision is the root cause of the majority of challenges faced by investors. An investment policy statement can help clear up confusion.