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Ideas and Insights

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Loonie Tunes
31 July 2017 in Strategy

Global Strategist, Robert Jukes, discusses why Canadian investors should be using the strength in their currency to buy overseas assets.

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O Canada
29 July 2017 in Strategy

The performance year to date of the TSX and S&P has diverged markedly, (Figure 1), with cumulative capital only returns (local currency) at 7.7% in the US, compared to just 1.3% in Canada.

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World Portfolio Diversification
30 June 2017 in Strategy

Asset mix – Why adopt a global approach to equity market positioning?

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The Case for Survival: The Value of an Investment Advisor
28 November 2016 in President's Update

An experienced Investment Advisor works to gain an intimate understanding of what is important to the client – their motivations, expectations, desires, fears and boundaries. The result is a personalized solution that reflects the unique needs and goals of the individual.

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