The Bank of Japan surprised markets when they moved to a negative interest rate. In our latest blog, we discuss what negative interest rates mean, and how this impacts our portfolio.
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.
Today marks Election Day here in Canada – a day that many of us have been anticipating for the last couple of months. Over the past year, Canada has experienced a fair share of new challenges and obstacles in both political and economic environments. Although the future of our leader is uncertain, it is clear that we, as Canadians, will be a part of massive change. CWB McLean & Partners remains 100% committed to navigating the waves of volatility, and despite change, we are steadfast to serving our client’s best interests.
CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. This strategy has provided investors with a solid foundation geared towards lowering volatility. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.
Looking back to the beginning of Q3 2014, investors had basked in an incredible run in the U.S. markets and were being rewarded locally due to triple-digit oil prices and substantial movement within the energy sector; but what did investors do with those earning?
Over the past three and five year periods, the international markets have considerably outperformed the Canadian market; and as a result, investors who took advantage of this notion benefited in the face of depressed commodity prices, a large correction in the energy sector, and a substantially weakened Canadian dollar.
This month we wanted to highlight one of our Canadian companies. We discuss why we decided to buy their stock for our portfolios and why we continue to own it today. This low-key company is not a household name, but almost every adult in Canada.
Given some recent news, investors seeking diversification outside of Canada may want to consider Europe as a market worth having exposure to.
The new year is an ideal time to reflect on the year that was, and better prepare yourself for the year ahead. One of the realities investors must accept is that when it comes to investing, there are many things out of your control. However, there are many things that you can control.