by [email protected] | Dec 7, 2024 | Industries, Thought Leadership
Canada’s big banks just completed their quarterly reporting season. While we’re still analyzing the numbers, we believe there were some positives in the earnings results given credit improvements and growth outlooks. Here are a few thoughts.
by [email protected] | Nov 4, 2024 | Thought Leadership
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...
by foyston | Apr 19, 2024 | Strategy News, Thought Leadership
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...
by foyston | Feb 26, 2024 | Strategy News, Thought Leadership
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...
by foyston | Jan 15, 2024 | Thought Leadership
Interest rates are higher today than they have been at any time in the last decade – and much higher than at the height of the pandemic. With bond yields up, there is less need to take undue investment risks. Our latest white paper explains why.
by foyston | Nov 24, 2023 | Thought Leadership
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...
