Information and news – knowledge you can use.

Commentary Archive

• October 2018: 3^rd Quarter – The U.S. versus the world?
• October 2018:- Dynamics of a late stage bull market; rolling from fear of missing out to fear itself.
• October 2018:- Opportunity beyond the volatility
• July 2018: 2^nd Quarter – HIGHER PORTFOLIO TURNOVER IN 2018
• April 2018: 1^st Quarter – VOLATILITY MAKES A COMEBACK
• December 2017: 4^th Quarter – CLIMBING THE WALL OF WORRY OR A FALSE SENSE OF SECURITY?
• October 2017: 3^rd Quarter – CANADA – IN FOR A GOOD TIME, NOT A LONG TIME
• October 2017: 3^rd Quarter – CANADA – IN FOR A GOOD TIME, NOT A LONG TIME
• July 2017: 2^nd Quarter – LONG TERM RETURN EXPECTATIONS – AN UPDATE
• April 2017: 1^st Quarter - STILL POSITIVE, BUT BEWARE OF TAIL RISKS
• December 2016:  4^th Quarter - INVESTMENT CLIMATE AFTER A TRUMP VICTORY
• September 2016:  3^rd Quarter – CANADA – TAKING OFF THE ROSE COLORED GLASSES
• July 2016 2nd Quarter – GAME PLAN FOR A LOW RETURN DECADE
• March 31, 2016: 1st Quarter Commentary – CRISIS OF CONFIDENCE
• January 2016 4th Quarter – NAVIGATING THROUGH THE RISKS
• October 2015 3rd Quarter – MUCH MISPLACED FOCUS
• August 2015 – This Too Shall Pass
• Charitable Giving Program WAC

Other Archive

• September 2019:- INVESTMENT DECISIONS UNDER UNCERTAINTY
• January 2019:- Santa Clause rally in January
• January 2019:- Post 2018, reflections!
• November 2018:- Less uncertainty for this late stage bull market
• October 2018:- October Musings
• August 2017:- Responsible Investing for First Nations Communities and Trusts
• February 2017:- Investment Policy and Securing Financial Assets
• Fevrier 2017:- Une politique en matière de placement et la protection des actifs financiers
• September 2016,: - INVESTMENT SERVICES FOR FIRST NATIONS
• September 2016: - INSTITUTIONAL CLIENT SERVICES BROCHURE
• Investing Your Money – Part IV – A disciplined, repeatable investment process works!
• Investing Your Money – Part III – Do you follow a disciplined, repeatable investment process?
• Investing Your Money – Part II – A look back at our April 2015 commentary
• Investing Your Money – Part I – So, you want to be an investor