When to use a cash Allocation in a portfolio

March 19, 2025 |Robert Thomson

If we saw this situation coming, why didn’t we move more funds to cash: In November, in January, or even now?

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The Dumbest Trade War in History

February 06, 2025 |Robert Thomson

...the key is to expect volatility and not try to guess what is going to happen. The One thing we do believe is that we will get through this.

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Back to the Future

November 13, 2024 |Robert Thomson

Our neighbours to the south have decisively chosen Donald Trump as their next president.  Regardless of how you feel about the result, the fact that it is a clear decision is good on a number of fronts.  

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Common Themes from Top Money Managers

November 06, 2024 |Robert Thomson

...some of the top money managers from around the world came to speak about their investment approach, and how they see the markets and economy moving forward.

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Changes to Capital Gains Inclusion rate explained

May 08, 2024 |Robert Thomson

...the change that is receiving the most attention was the surprise change to the Capital Gains Inclusion rate.

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Fixed Income: We're Back!

February 22, 2024 |Robert Thomson

...Fixed Income managers could be described as “giddy”. There was a clear sigh of relief as they now had yield in their portfolios. Two managers opened their presentation with the words “We’re Back!”.

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