Blog

A lot can happen in a year

May 14, 2021

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.

Q1 2021 Outlook Commentary

Apr 19, 2021

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.

Bias busting - avoid the pitfalls of behavioural investing

Mar 12, 2021

By Russ MacKay

By shaping our perceptions, feelings and the way we process information, biases can result in irrational decisions and may have bigger impacts on your long-term financial success than the actual market itself.

Searching for alpha in the oblique

Feb 19, 2021

By Bernadette Churchill

When investing, it’s easy to follow a direct approach, only focusing on what’s currently performing well and ignoring everything else. Looking beyond our limited perspectives can allow us to uncover comparatively favorable opportunities, such as the abundant potential of investing in international and emerging markets.

Q1 2021 Outlook Commentary

Jan 29, 2021

By CWB McLean & Partners Research Team

In the first commentary of the year, we discuss key developments that will be influencing the markets around the globe in 2021.

Chasing last year's winner is a losing strategy

Jan 08, 2021

By Matt Dunn, CFA

Betting on previous winners in the stock market is not a strong investment strategy. We delve deeper into an investment approach that yields as a clear winner when it comes to greater returns over the long-term. 

The Luxury of Patience and Perseverance

Nov 13, 2020

By Russ MacKay

We discuss some reasons why we believe the luxury goods sector is, and will continue to be, important for investors, despite impacts of COVID-19 or the U.S. election.

COVID Uncertainty Begins to Clear

Nov 09, 2020

By Ric Palombi

It is not often that the election of a U.S. president is eclipsed in the news cycle. Today, however, exactly that has happened as news of efficacy results from Phase III of Pfizer and BioNTech’s COVID-19 vaccine swept the globe. 

Staying the Course: Risk Capacity & Tolerance

Sep 18, 2020

By Linnea McKercher, CFA

Protect your capital from large swings in the market by sticking to a disciplined investment strategy and recognizing the risks associated with trying to time the market.

Signals That Matter - The Fed's Commitment to Recovery

Aug 14, 2020

By Ric Palombi

How are our investment pools positioned to perform if the recovery is long and slow? We'll look at where we have come so far in the economic recovery, highlight recent Fed's announcements and explain what they mean for the market, and discuss how we position our portfolios to endure over time. 