Canadian banks have been stellar performers over the last 14 years, however, some factors are working against the banks, which we believe will negatively impact the banks' performance and create volatility for this investment in 2017 and beyond.
Major market misperceptions and misunderstandings leave Chinese banks seriously undervalued. This blog goes beyond the headlines to seek the truth about the Chinese banks and why we believe the risk/reward is firmly skewed to the upside.
Given the decline of the Canadian dollar and rebound of U.S. real estate prices over the last few years, you may be reconsidering your U.S. real estate investment. We partnered with Moodys Gartner Tax Law on this blog on what important considerations before selling your U.S. real estate property.
With the TSX being the second best performing market this year and the recovery in commodity-oriented sectors in Canada coming quicker than expected, we are seeing opportunities in non-commodity sectors that have largely been ignored by the market due to investors focusing on the rally in commodity stocks.
With the Brexit vote a week away, markets have already begun reacting to their fear of uncertainty. In this blog, we discuss what we do know about the Brexit and how we're positioned for it.
For years the energy sector offered the best of all worlds, stocks and dividends were both going up on the merits of rising commodity prices. Unfortunately the downturn in commodity prices have had adverse effects on not only the share prices, but the income reliability as well. As investors turn to their portfolios for income, we discuss why dividends are an important attribute of any investment.
As the U.S. Republican and Democratic races head into their final conventions to select their presidential nominee, and the race for the White House begins for the next few months, investors are asking what the impact of the U.S. election is on their portfolio. As a money manager who has been through a few U.S. election cycles, I am being asked, "Should I sell before the election and wait to see who gets elected before buying again?”
The Fed held their policy meeting yesterday, and as expected, interest rates were held steady. In this blog, we discuss key takeaways from Yellen's press conference.
What inspires us on International Women's Day.
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.