Light at the end of the Tunnel – Freight Train or actual Daylight?

Jun 02, 2020 |Colin Bangs
It has been roughly five months since the emergence of the coronavirus. Its global spread continues this week with Latin America in particular struggling to slow its proliferation. The number of reported daily new cases in some countries such as Brazil...
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Are we there yet?

Apr 08, 2020 |Colin Bangs
Stock markets have had a strong bounce off their lows of a couple of weeks ago, which have made some market pundits ponder whether the bottom has been reached in this current bear market. Of course no one knows for sure, but if history is any guide the...
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Role of a Portfolio Manager

Mar 30, 2020 |Colin Bangs
In my mind, in its most basic terms, a Portfolio Manager (PM) has two roles to execute in order to be an exceptional investment manager. The first role is an objective function which given where I work is a very easy thing to accomplish. After doing a...
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Economic Update

Mar 17, 2020 |Colin Bangs
As more of North America and Europe shuts down in order to mitigate the rapid spread of COVID-19, a recession in both regions looks more likely. This reality, combined with the still numerous uncertainties about the disease’s toll and duration, has inflicted...
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Do Central Banks have a Vaccine?

Mar 10, 2020 |Colin Bangs
As is usually the case in the face of most periods of economic fear and uncertainty, markets look to central banks to ride to the rescue. However, with the global uncertainty pertaining to the coronavirus outbreak, it seems that markets are instead looking...
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Investing in Emerging Markets

Mar 03, 2020 |Colin Bangs
I often get asked my opinion on investing in emerging markets. On a long term strategic basis it may make some sense to have some dollars of your portfolio allocated to this geographic area of the world, but it not for everyone. Many of these third world...
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The Robots are Coming!

Mar 02, 2020 |Colin Bangs
Humans have been worried about being replaced by technology since the invention of the shovel and the wheel. Automation unleashing mass unemployment is an old argument that can be traced back to the First Industrial Revolution. However, if employed properly...
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Beware TINA!

Jan 30, 2020 |Colin Bangs
I don’t think I know any Tina’s, at least not in my immediate circle of friends or family, but I’m here to warn investors about her, Tina can do a lot of financial harm to your investment portfolio. She has no last name, no known fixed address and she...
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U.S. recession indicators

Jan 30, 2020 |By Jim Allworth, Kelly Bogdanova, Frédérique Carrier
RBC Wealth Management’s Global Portfolio Advisory Committee monitors six major economic indicators to gauge recession risks. The table directly below compiles our view of recession risks based on each indicator’s current position and recent movement....
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My Top 10 Investment Rules

Jan 08, 2020 |Colin Bangs
Having worked in the investment industry for 30 years, first as an Associate Research Analyst in the institutional equity department, then as an investment advisor and finally in my current role as a Portfolio Manager and Wealth Advisor I think I have...
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