by James Garcelon | Nov 9, 2020 | Views
In a closely contested election, it appears as if the best outcome for global capital markets has occurred. Removing Trump from the Presidency will almost certainly mean future official US policy will be more consistent and measured. Gone will be...
by James Garcelon | Mar 28, 2020 | Views
This week was the first time since the COVID-19 crisis began that analysts provided some preliminary thoughts as to where they believe the US economy may be headed for the balance of the year. The current consensus with respect to timeframe is for a total of two...
by James Garcelon | Mar 21, 2020 | Views
Governments, corporations and individuals struggled again this week as the world worked to find a balance between protecting public health and managing the economic consequences of providing that protection. Almost no one has witnessed the wide sweeping dislocation...
by James Garcelon | Mar 12, 2020 | Views
Here we go again. Another day of fear, prompting yet another steep sell-off in global stock markets. Here is our take on the situation: Unlike the 2008 Financial Crisis, the current episode started as a public health issue not an...
by James Garcelon | Mar 2, 2020 | Views
COVID-19 COVID-19 will most certainly go down in the history books as one of those “out of the blue” events that disrupted global capital markets. The question on our mind, however, is have authorities over-reacted to the health threat presented by this...
by James Garcelon | May 13, 2019 | Views
The Futility of Large Cap Active Management Percentage of Funds Underperforming the Index 1-Year (%) 3-Year (%) 5-Year (%) 10-Year (%) Canadian Equity 76.9 94.4 90.3 91.0 US Equity 78.6 92.0 96.0 97.4 International Equity 55.6 86.0 91.5 95.2 Global Equity 77.5 93.2...
by James Garcelon | Oct 1, 2018 | Views
We recently sat down with S&P Dow Jones Indices and Invesco to discuss Equal Weight Indices and why their performance is superior to that of their traditional market cap counterparts. Check out the video of our conversation below....
by James Garcelon | Sep 13, 2018 | Views
We recently spoke with S&P Dow Jones Indices on the importance of global diversification to your investment portfolio. Check out the video of our conversation below....
by James Garcelon | Aug 27, 2018 | Views
Click on the link below to check out a study on equal-weight indices by S&P Dow Jones Indices LLC. S&P Dow Jones Indices – Outperformance in Equal-Weight Indices Reproduced with the prior written consent of S&P Dow Jones Indices LLC. For more...
by James Garcelon | Jun 13, 2018 | Views
Check out the article below written by Rob Carrick of The Globe and Mail. We couldn’t have said it better ourselves… so we thought we would just let Rob speak for us – don’t complicate your portfolio with multiple balanced funds! Investors are...
