1010, 2018

Unintended Consequences of ETF Investing

Attached is a very interesting article from one of our new international fund managers Mr. Morten Springborg. It was originally published in Danish in 2015 and now Mr. Morten has translated it into English.

This article shows the unintended effects associated with ETF (or indexed) investing. The author is an active […]

510, 2018

Post-NAFTA world: The ABCs of USMCA

It is hard to find a business related magazine or a web site that did’t publish a few words about the newly reached USMCA deal. The governments of the U.S., Mexico, and Canada still have to vote to approve it but many people want to know the details an possible […]

2509, 2018

The Most Hated Bull Market in History

US S&P500 made history in August by hitting new all-time highs and booking its longest bull market run ever when it crossed over the 3,453- day threshold without a 20% or more correction. It’s been dubbed ‘the most hated bull market in history’; the 329% climb from its low in March 2009 to August 31, […]

2808, 2018

S&P 500 makes history, recording longest bull market run ever

It’s official. Born from the depths of the country’s worst financial  crisis, and fuelled by historically low interest rates, unprecedented government interventions, and blossoming global technology giants like  Facebook and Amazon, comes the longest bull market the U.S. has ever seen (3,453 calendar days to be precise).  The S&P 500 hit […]

2806, 2018

2018 Mid-Year Market Outlook

The world economy and financial markets continue to progress through the later stage of the business cycle. This is not the time to overreach with aggressive, growth cycle positioning in an attempt to squeeze out every last drop of the ‘risk-on’ trade, which can put years of rationed, prudent financial planning at […]

2206, 2018

GLC Market Commentary

Come what May: A rise in Canadian stocks and bonds
Investor sentiment shifted mid-month from risk-on to risk-off. This tempered very strong equity gains made earlier in the month, while giving a lift to bond prices as yields dropped. In Canada, this left the end of month results looking pretty darn good for both the equity […]

1306, 2018

How to avoid 4 common mistakes investors are making right now

Our investment manager GLC points out that the late stages of market cycles are particularly difficult for investors to navigate. They share the market views and investment insights to help keep your investment plans (and focus) moving forward, and leave the mistakes in the rear-view mirror.

Underestimating equity risks, ignoring the […]

1605, 2018

Pension or Commuted Value?

If you have a corporate defined benefit pension plan you might be facing a dilemma – should you agree to the company pension or should you take a commuted value? Not an easy choice! There is no single answer for everybody. It is very important to work with the numbers, incorporate your personal financial and […]

1105, 2018

GLC April Market Commentary

Market volatility persisted throughout April. The risk of a trade war between the US and China and escalating geopolitical tensions over the situation in Syria were counterbalanced by healthy company earnings growth and inflation levels that, while rising, are doing so gradually. Investors had lots to digest.

To continue reading please […]

1104, 2018

Return of Market Volatility

According to GLC Asset Management, the first quarter of 2018 marks return of market volatility. It was brought on largely by three key themes:

Trade talks
Monetary policy risks
Tech-related corporate controvercies

You can access the full analysis here.