Blog

Greek Saga Continues

Jun 29, 2015

By CWB McLean & Partners Research Team

Over the weekend, news poured in regarding the intensification of the crisis in Greece, and the headlines have continued into this week. EU-Greece talks were called off on Friday when the Greek Prime Minister, Alexis Tsipras, abruptly announced that a national referendum will be held on Sunday, July 5th to decide whether Greece should accept the terms of the new bailout program.

TMI celebrates its third birthday

Jun 19, 2015

By CWB McLean & Partners Portfolio Management Team

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.

Taking Advantage of Income Splitting Loans

May 19, 2015

By CWB McLean & Partners Portfolio Management Team

When considering wealth management options and the resources available, it's important to note that only one portion of the plan deals with asset investment. The big picture ties in other areas that provide you with peace of mind when it comes to your family's well-being, and in addition provides individuals numerous advantages when considering the options available.

Meanwhile in China...

Apr 30, 2015

By CWB McLean & Partners Research Team

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?

Positioning Yourself for Opportunities

Apr 02, 2015

By CWB McLean & Partners Portfolio Management Team

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.

Cheque It Out!

Mar 31, 2015

By CWB McLean & Partners Research Team

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.

Kraft and Heinz Merged to Create World's Fifth-Largest Food Company

Mar 25, 2015

By CWB McLean & Partners Portfolio Management Team

Kraft announced a merger with H.J. Heinz Co., which is owned by 3G Capital and Berkshire Hathaway. This new company, called Kraft Heinz Co., is the fifth-largest food and beverage company. As a result of this development, Kraft’s stock price went up by over 30%.

Chinese QE?

Mar 19, 2015

By Ric Palombi

As part of the National People's Congress (NPC) meetings, it was announced that the Chinese government will allow local governments to swap as much as CNY 1 trillion in high yielding debt into government bonds.

China's Rate Cut Sooner Than Expected

Mar 02, 2015

By Ric Palombi

Over the weekend, the People’s Bank of China (PBOC) announced interest rate cuts of 25bps in both benchmark lending and deposit rates. Though the rate cut came as no coincidence with the slowing of China's economy, the surprise was in the timing - it was much sooner than anticipated.

Value Across the Pond

Feb 06, 2015

By Russ MacKay

Given some recent news, investors seeking diversification outside of Canada may want to consider Europe as a market worth having exposure to.