Blog

My emphasis on Canadian firms that get much of their revenues from U.S. businesses has helped our Canadian holdings to keep pace. Meanwhile, the sudden and welcome resolution of the NAFTA standoff bodes well for Canada going forward.

I empathize with clients who are feeling anxious about perceived growing risk levels. But in my judgment risks and opportunities remain well-balanced in financial markets.

The unfamiliar market volatility this year has many investors wondering if a day of reckoning is coming. After many years in a row of gains, isn’t a major correction inevitable, even imminent?

Our typical client portfolio has earned an 11% rate-of-return over the last five-year period. But eight years into a bull market, are we not overdue for a correction? How we answer this question depends on how we foresee the future of interest rates

For years, I have been content to overweight equities but to concentrate on lower risk sectors like consumer staples, utilities and real estate (REITs). As “low volatility” stocks have become more popular, this strategy has become stale.