Turning Uncertainty into Opportunity April 2018 As part of his April commentary, Yoonjai Shin, Vice-President and Portfolio Manager, Multi-Asset Management, notes... 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 →
3/19/2018 by Smead Capital Management "Know what you own, and know why you own it." - Peter Lynch Dear fellow investors, Money flowed into passive investment vehicles at a... read more →
Volatility has returned By Alfred Lam, CFA Senior Vice-President and Chief Investment Officer, Multi-Asset Management March 2018 In February 2018, stock markets experienced more volatility in one month... read more →
Befriending Volatility: The evolution of risk management by Yoonjai Shin, CFA Vice-President & Portfolio Manager, Multi-Asset Management February 2018 Financial markets have been boisterous in recent weeks, but the... read more →
The importance of risk management in a late investment cycle by Alfred Lam, CFA - Senior Vice-President and Chief Investment Officer, Multi-Asset Management January 2018 As part of... 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 →
Ben Carlson, CFA - A Wealth of Common Sense - January 7th 2018 I have no idea what’s going to happen — in world events, politics, or the market —... read more →
Jack Mintz - Financial Post - January 10th 2018 Ontario’s 21% minimum-wage hike — set to rise another 7% to $15 next year — is ‘yuge’ in Donald Trump terms.... read more →
What lies beneath the cheerful returns December 2017 By Yoonjai Shin, CFA Vice-President & Portfolio Manager, Multi-Asset Management This holiday season, investors can be cheerful about recent outstanding... read more →