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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Unrealised Losses: The misleading path it leads you down

April 19, 2023 |Robert Thomson

No one is able evaluate any element of performance of an account/portfolio by looking at the unrealised gains/losses figures.

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Saving for a Home: The FHSA

April 10, 2023 |Robert Thomson

The Federal Government is rolling out a new savings account for first-time home buyers, called the First Home Savings Account (FHSA). Here is how it works

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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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Staying the course vs timing the market

June 17, 2022 |Robert Thomson

The natural reaction is to want to pull out now and wait for things to be better and then enter back in. The problem with that is that it is timing the market

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Bitcoin as an investment

May 17, 2022 |Robert Thomson

Bitcoin is not a currency, nor is it even an asset.... at some point it will go to zero or close to it. The Achilles heel for Bitcoin is the environmental problem.

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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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8 Ways COVID Will Transform the Economy and Disrupt Every Business

May 22, 2020 |Robert Thomson
John Stackhouse and RBC Economics have published a article looking at the changes in human behaviour and how we see the economy and businesses changing. This is a fascinating article, and I encourage you to read it. 8 Ways COVID Will Transform the Economy...
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