In a world where most people tend to take their cues from mainstream media and whatever is currently driving the news, we make every effort to find our news and take our cues from those that are not as widely followed. We do this because it’s important to look at varying views before reaching any conclusions, not to mention that if an opinion is widely shared, it’s likely already priced in to the underlying investment.
EdgePoint Wealth Management’s fourth quarter commentaries take an interesting approach in driving their perspective over the coming years. Instead of looking at what is likely to change over the next ten years … which none of us can predict, they are looking at “What is not going to change over the next ten years”. We believe as they do, that when it comes to investing there are simple truths that play out over time regardless of whether it feels like nothing can go wrong, or whether it feels like everything is going wrong.
Please take the time to read both the equity and fixed income commentaries, “Deja vu all over again” and “Stocks for the long run”. We trust that their words will provide you with insights that you are not reading anywhere else!
Ted, Eric, Rob and Chris
Thomson Financial Partners