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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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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Which is better: GIC 's or Bonds?

July 12, 2023 |Robert Thomson

For the first time in over 15 years, GIC's look enticing. Here is why we don't recommend moving your portfolio to GIC's:

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Market Update

October 18, 2022 |Robert Thomson

Inflation has been and continues to be the primary concern of the markets, and what we are experiencing is “Supply Side” inflation: lack of supply of goods, of energy, of food and services causing the increases in prices and cost of labour.

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Managing a portfolio in times of Geopolitical uncertainty

February 28, 2022 |Robert Thomson

For a situation like we are seeing now, our Fight or flight instincts can compel us to take action when we feel threatened, and that usually coincides with what turns out to be the worst time to take action. 

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typing on laptop

Tech Market, Inflation and Interest rates

January 26, 2022 |Robert Thomson

The pullback is most prominent in the tech sector. Investors are grappling with what the effects of rising rates and inflation will have on these companies. This is nothing new.

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The fall outlook

September 22, 2020 |Robert Thomson

Looking forward the next few months, we are starting to see more positive signs. The data coming out is signaling that the economy has a foothold.

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RBC CM's Head of US Equity Strategy discusses her concerns with the current Market

July 23, 2020 |Robert Thomson

Lori Calvasina, RBC Capital Markets’ Head of U.S. Equity Strategy has a 10 Minute discussion regarding her concerns with the disconnect between the current market. 

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Elevated markets and the three types of companies influencing it

July 15, 2020 |Robert Thomson

Below is a video I recorded discussing the elevated state of the markets and how there are three different types of companies influencing it.

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