We expect 2025 to be an interesting year for global economies and for financial markets as both will almost certainly be impacted by the incoming U.S. administration’s policy decisions, including major trade actions. We believe uncertainty and volatility will continue...
Foyston, Gordon and Payne (FGP) has invested its clients’ assets in preferred shares for decades. Late last year, FGP launched the FGP Preferred Share Pooled Fund.
A year ago, much of the talk surrounded the potential for, and timing of, an upcoming recession. The general narrative was that both inflation and interest rates were too high and would suffocate consumer borrowing and spending, leading to an economic decline. We...
Inflation has been on an upswing for two years. Central banks are raising interest rates to reduce inflation while governments seem to be doing the opposite. Some major economies might avoid a recession, but that may not be a good thing. Read more by clicking on the...
In our latest Foyston for Thought thought leadership, Andrew Aucoin, Co-Portfolio Manager of our International Equity strategy, discusses the aggressive carbon emission reduction targets being set by companies in the beverage sector, and the significant impacts that...
As significant political and economic events approach, we’re often asked for our perspective on how these occurrences may impact the markets, or more specifically, our portfolios. While we are, of course, keenly interested in these outcomes, we consistently return to...
In recent years, stock market returns have been increasingly dominated by a handful of large-cap growth-oriented companies while small-cap stocks have struggled. This phenomenon is not new. In this paper, we explain why an allocation to actively managed small-cap...
We regularly advise many of our clients to ignore short-term noise in the markets and focus on the long term. This week, we have two concrete examples proving our point: the Canadian government made one partial U-turn and one complete U-turn just months after...
On April 16, RBC announced the redemption of a series of preferred shares. In this paper, we explain this redemption in the context of the marketplace’s confusion about capital structure regulations. The conclusion: active management is an essential component of...
Canada has been a diminishing allocation within some investment portfolios since the Canadian government removed the foreign investment limit for registered plans in 2005. The size and cyclical nature of the Canadian market led investors towards foreign markets where...
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