Another Trying Week

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...

When the Cure Seems Worse Than the Disease

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...

Waiting Out the Fear

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...

Unreliable Investment Strategies

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...
S&P 500 Equal Weight Moves North

S&P 500 Equal Weight Moves North

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....

This is Why We Like Equal-Weight Indices

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...

Investors are Overdoing it with Balanced Funds

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...