It’s going to be harder – 2nd quarter, 2018 Jul 12, 2018 By Tye Bousada, portfolio manager We believe your behaviour will likely have a bigger impact on your returns... read more →
June 12 2018 Posted by Ben Carlson A podcast listener asked Michael and I the following: Wanted to get your thoughts on the concept of stocks for the long run... read more →
While the short term is uncertain, long-term prospects are still positive By Alfred Lam, CFA -Senior Vice-President and Chief Investment Officer, Multi-Asset Management Consumers embrace technology Despite bouts of volatility... read more →
Would Billy Beane like EdgePoint? April 6 2018 By: Ted Chisholm, portfolio manager “People are always blaming their circumstances for what they are. I don't believe in circumstances. The people... read more →
Expectation is the root of all heartache – 4th quarter, 2017 Jan 10, 2018 By Andrew Pastor, portfolio manager In the 1930s, Winston Churchill had left politics and was teaching a... read more →
The Good & Bad of currency fluctuations by Alfred Lam - Senior Vice President and Chief Investment Officer, Multi-Asset Management CI Financial As part of his September commentary, Alfred Lam,... read more →
Why do stock markets fluctuate so much? By Alfred Lam, CFA - Senior Vice-President and Chief Investment Officer, Multi-Asset Management I am often asked why stock markets fluctuate so much.... read more →
Getting More Active: The evolution of investing By Yoonjai Shin, CFA Vice-President & Portfolio Manager, Multi-Asset Management Over the past 35 years, investing in the broad equity markets has been... read more →
Surprises are part of life, be prepared May 2017 By Alfred Lam, CFA Senior Vice-President and Chief Investment Officer, Multi-Asset Management We strive to invest in high-quality, undervalued businesses. The... read more →
The Most Important Question - 4th Quarter 2015 By Tye Bousada and Geoff MacDonald, portfolio managers Why are you reading this commentary? Your time is very valuable and we appreciate... read more →