TEMPERAMENTAL – 4TH QUARTER, 2023 By Derek Skomorowski The “buy everything” rally, they call it. Or the “Santa Claus” rally at this time of year. After all the recession talk,... read more →
A RANDOM WALK FROM COPENHAGEN TO CLEVELAND – 4TH QUARTER, 2023 By Claire Thornhill At EdgePoint we talk a lot about our proprietary insights – the ideas we have... read more →
Alfred Lam, CFA, Senior Vice-President and Co-Head of Multi Asset CI Global Asset Management It has been 49 years since the launch of the first personal computer. Since then, humans... read more →
By Frank Mullen It’s important for a business owner to understand both the performance and opportunity set of their business in the context of the current market environment.... read more →
By Jeff Hyrich History never repeats itself, but it does often rhyme” – Mark Twain I’ve always been a curious person and like learning about new things. There’s always some new... read more →
Although the end of the year is still a couple of months away, I find myself already reflecting. When we wrote to you at this time a year ago, it... read more →
Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets CI Global Asset Management Technology is disruptive. This statement is somewhat true, somewhat untrue. Since the introduction of the personal... read more →
by: Derek Skomorowski Wait – didn’t the majority of economists predict a recession for the first half of 2023? Wasn’t it absurd to think Chair of the U.S. Federal Reserve... read more →
By Sydney Van Vierzen At a recent dinner, the topic of long-term performance came up. A great question came from a partner who’s been invested with us since our early... read more →
Stephen Lingard, SVP, Co-Head of Multi-Asset, CIGAM Portfolio Management Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting... read more →