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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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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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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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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Article on Coronavirus concerns and Drop in Oil Prices

March 10, 2020 |Robert Thomson

Yesterday saw a large sell of on the markets caused by further concerns about the spread of the coronavirus, coupled with Saudi Arabia's decision to begin an oil price war.  Here are some positive things to consider..

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The Coronavirus and its impact on the global economy

February 04, 2020 |Robert Thomson

The Corona Virus outbreak in China is alarming. Rather than attempting to pinpoint the likely extent of the virus, we'll take a look at historical data to establish some reference points for how markets might react.

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2020 Global Outlook

November 20, 2019 |Robert Thomson

Economic outlook: though we expect markets to rise, we are also more cautious than at any time in the past decade.

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Exercise Caution, Is it different this time?

November 12, 2019 |Robert Thomson

Though indications are that the market will continue to rise, the economy is slowing and it would be prudent as investors to be cautious.  There is now a greater chance that a shock, could hasten the drop and push us into recession

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The Markets Year ending slide, and our thoughts moving forward

December 19, 2018 |Robert Thomson

Volatility has returned to the market, and despite the recent negative slide, we view this market pullback as a normal correction in this late stage of a bull market.

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