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Minimizing Risk and Protecting Capital
Minimizing Risk and Protecting Capital
This quarter, the gradual rise of interest rates caused concern for some fixed income investors. With shorter term bond yields rising, longer term bonds have recently become less attractive.
Selecting the Best Ideas
Selecting the Best Ideas
In seeking the best ideas for a concentrated portfolio, Mel mentions how they look to include companies with a strong competitive advantage and management process.
Interest Rates to Blame? Maybe Not
Interest Rates to Blame? Maybe Not
This quarter, Peter discusses how growth has outperformed value and how that affected the North American dividend fund.
Are We Getting Complacent?
Are We Getting Complacent?
Despite geo-political events such as the issues between North Korea and the United States, Tim notes that investor behaviour and market performance have surprisingly remained complacent.
The Mechanics of Downside Protection
The Mechanics of Downside Protection
Fixed income is a key part of any balanced portfolio aiming to reduce volatility in the overall portfolio while still contributing to total return. Listen to Geoff speak about what could pose a challenge to investors in the upcoming year. In this interview, he explains the mechanics of the core plus fixed income component and how it provides downside protection during rising yields.
Shifting Winds: Value to Growth
Shifting Winds: Value to Growth
In recent months there has been a shift from value investing to growth investing due to an artificially low interest rate environment. Mel cautions that while we cannot predict the future, value tends to outperform in the long term. He also discusses the volume of information that investors have access to through traditional and new media and explains Sionna’s approach to reducing the noise.
With Value out of Favour, Look for Opportunity
With Value out of Favour, Look for Opportunity
In our interview with Peter this quarter, he reminds investors that possible short term noise surrounding upcoming interest rate rises should not overshadow a muted long term impact on dividend paying stocks.
No Recession in Sight
No Recession in Sight
Despite the slow-growing economy and a flattening yield curve, Tim notes that a potential North American recession is not coming. The Fed is concerned about inflation levels, he adds, and their gradual and cautious pace of interest rate increases may lead to some “bubbly” areas within the market.
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