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Quarterly Program Commentary: Looking Beyond the Noise
Quarterly Program Commentary: Looking Beyond the Noise
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how trade wars, interest rates and monetary policies are affecting Canadian and international markets. He also speaks to “market noise” and why recent downturns are a sign to be cautious not fearful.
Introducing Alternative Investments
Introducing Alternative Investments
Managing volatility is important for all investors, but for those who have accumulated significant wealth, capital preservation is key.
Quarterly Program Commentary: Value and the U.S.
Quarterly Program Commentary: Value and the U.S.
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, shares how U.S. politics and market performance is not only shaping the markets but the decisions we’re making. He also sheds light on some of the major themes we’re watching in order to protect portfolios.
Manager Insights – May 2018
Manager Insights – May 2018
Boris Kovtunenko from Acadian Asset Management and James Lampard from Lincluden Investment Management share their perspectives on the market, while Wayne Gillespie, Director and Senior Portfolio Strategist weighs in and highlights the value of portfolio construction.
Quarterly Program Commentary | Apr. 2018
Quarterly Program Commentary | Apr. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares how volatility returned to the markets this quarter and what strategies we implemented to protect our clients’ portfolios.
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Quarterly Program Commentary | Feb. 2018
Quarterly Program Commentary | Feb. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist discusses positive performance in the markets and what detracted from growth.
Opportunity Exists in Retail
Opportunity Exists in Retail
Kim Shannon, the investment specialist for our North American Value equity mandate, reflects on what worked well in 2017 and how hype can reveal opportunity where least expected.
Understanding the Black Box
Understanding the Black Box
Sometimes quantitative modeling can feel like a black box. Tim Rudderow, President, CEO & CIO of Mount Lucas Management, gives an example that highlights how this approach may complement a portfolio.
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