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Our Views

Market Review March 2012

In summary – markets have recovered to recent highs and a perennial question emerges: what to do now? We urge you to stay positive and buy high quality stocks. One more time, the world did not end… Last August, the market was down some 20% from its high. The media was full of reports of…

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Market Back at Recovery Highs…What to do now?

What to do now? The stock market has recovered from its summer swoon and is now back at its recovery high. Some have asked what to do now as they feel they may have missed the opportunity to buy. Do not be scared by PIGS and HOGS. The summer swoon was a simple reaction to the large…

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Long Term is the Magic Bullet for Risk – Globe and Mail Article

This article by Dan Richards gives a good feel for how historical data can help with understanding risk, reward and how to structure your investment horizon. Here is an excerpt of the article: Many investors are looking for a magic bullet that will reduce the risk in their portfolios withoutaffecting return. Regrettably, until such time…

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Comments on Recent Stock Market Declines

No Cause for Concern About Recent Market Declines Second Quarter Performance:This year started off well for the stock markets with the S&P 500 breaking 1200 but since then these gains have evaporated due to a number of economic events. These include sovereign risks in Europe, poor US jobs data, the US housing crisis and a…

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When markets look their worst, opportunities are their best

Recent events have created anxiety in the world markets. There is fear again that a crisis is brewing worldwide that will negatively impact the equity markets. Concern is now focused on sovereign debt. Greece’s lowered credit rating, together with the unfavourable outlook for the debt of other European countries and the financial problems of Dubai…

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Bond Market Commentary

The bond market has continued to perform above expectations. We believe that the main reason behind the strength in bond prices is the fact that central banks around the world have expressed their desire to stay the course on their record low administered rate policy, until such time as the economic recovery becomes more firmly…

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Bond Market Comments

The North American bond markets continue to trade within fairly narrow ranges. Bond prices have been tugged higher by the following forces: a low inflation environment, a still tepid economic recovery, and strong foreign demand for U.S. treasuries. However, a lid has been placed on the bond market by a heavy calendar of Government bonds,…

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