In this stage of our economic recovery, our attention turns to how the pandemic has affected supply chains globally, and what impact this is having on our markets worldwide.
Many investors going into 2020 saw their returns decline 65-75% over the course of three months as a result of the pandemic-induced shutdown of the global economy. This volatile market caused several investors to question their carefully planned investment strategies. Bear markets are a fact of life and they can present a tremendous opportunity for a disciplined investor to improve their portfolio and enhance future returns.
Though recent lockdown measures have come into effect across Canada, we view this as merely a detour on the gradual return to normal. Our Quarterly Outlook Commentary reflects this sense of optimism as we gain a greater understanding of what the new normal will look like — and when it may arrive.
What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.
In pursuit to build upon "asset allocation" of life for our clients, our recent Health & Wellness event introduced us to the concept of neurological preferences and how this knowledge can help to find our true purpose in life.
In the following article we highlight the importance of a properly structured Investment Policy Statement.
As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we launched a Health & Wellness event.
As 2017 draws to a close, it will be four years that I’ve been President & CEO of CWB McLean & Partners. As we’re half-way through the last month of the year, this strikes me as a good time to reflect on the past, share the present, and look to the future.
What inspires us on International Women's Day.
With the vision to offer our clients more opportunities for customized portfolios, improved tax efficiencies, and simplified portfolio accounting, we introduced two new private pools one year ago.