Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

Your grandfather’s bonds were bought to provide safe, secure income with the added bonus of security of principal upon maturity. However, like black licorice made from licorice root, those days   Read More

As most are aware, Bank of Montreal (TSX—BMO; NYSE—BMO) has agreed to acquire Bank of the West (BOTW) and Toronto-Dominion Bank (TSX—TD; NYSE—TD) has reached an agreement to acquire First   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Behavioural finance analyst Ken Norquay warns: “Stay vigilant. Remember the old stock market slogan: “In a bear market, whoever sells first, wins.”
What financial forces are at work as the year   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Financial trends illustrate the forces at work in the economic world. Behavioural finance analyst Ken Norquay wonders how this tangled web will unwind.
“It’s like déjà vu all over again,” baseball’s   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

If you expect interest rates to fall, buy the bond with the longest duration. When rates rise, sell that bond and replace it with the shortest-duration bond you can find.
We   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

Behavioural finance analyst Ken Norquay warns no investment strategy works forever. It’s like a game of musical chairs: when the music stops, don’t be left without a chair.

Since The Ides   Read More

PI Financial’s Guy Lapierre opts for well-established, cash-paying Canadian stocks, especially as our economy benefits from high commodity demand and prices.
Despite US Federal Reserve and Bank of Canada speeches in   Read More

Behavioural finance analyst Ken Norquay warns no investment strategy works forever. It’s like a game of musical chairs: when the music stops, don’t be left without a chair.

Since The Ides   Read More

ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped   Read More

Ideally, you want to buy bonds when interest rates are at their peak, or monetary policy is tightest, because bond prices are at their corresponding lows.

Bonds and debentures come in   Read More

Behavioural finance analyst Ken Norquay says when the central bankers change direction, we should too.
2020, the so-called Year of Good Vision, turned out to be the Year of ‘We’ve Never   Read More

Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.

The financial winds have shifted. Eight months after   Read More

Ideally, you want to buy bonds when interest rates are at their peak, or monetary policy is tightest, because bond prices are at their corresponding lows.

Bonds and debentures come in   Read More

ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped   Read More

Through its monetary policy tools, the Bank of Canada can starve the financial system of money, or flood the system, to get rates back to within its desired operating bands.

The   Read More

Cut back stocks. Add to your gold holdings. Behavioural finance analyst Ken Norquay says the stock market is riskier than ever: add to your gold holdings over the next few   Read More

As a publication focused a good deal on fixed-income securities, a lot of the Money Reporter’s content deals with bonds and debentures. But what’s the difference?

What is the fundamental difference   Read More

So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques   Read More

Behavioural finance analyst Ken Norquay says now is the perfect time to reduce your exposure to the stock market.
Quite clearly, COVID-19 is not the problem for stock market investors. Since   Read More

Most bond funds are conservative, produce reliable returns, are unexciting and have trouble keeping up with the bond market. You’re better off buying a bond ETF or investing directly.

We seldom   Read More

So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques   Read More

Behavioural finance analyst Ken Norquay says it is clear that the economic world is in chaos. Conservative investors should be much more cautious than usual.

In today’s world of fake news   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

Central banks and governments are stimulating economies for a reason. Whatever the reason, behavioural finance analyst Ken Norquay says, you too should defend your portfolio.

In our last article, we promised   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

Behavioural finance analyst Ken Norquay says it is clear that the economic world is in chaos. Conservative investors should be much more cautious than usual.

In today’s world of fake news   Read More

Fixed-income investments like bonds have a place in most portfolios. But they yield little as central banks have cut interest rates to soften the blow of the COVID-19 pandemic.

The coronavirus   Read More

Behavioural finance analyst Ken Norquay says buying energy stocks after the next bear market ends will be like buying the Dow Jones Industrials in mid-1932.

Modern journalism is characterized by repetition.   Read More

Behavioural finance analyst Ken Norquay says buying energy stocks after the next bear market ends will be like buying the Dow Jones Industrials in mid-1932.

Modern journalism is characterized by repetition.   Read More

2019 saw no movement in administered interest rates in Canada, after a busy period of rising rates that began in mid-2017 and lasted into 2018.

The US Federal Reserve is expected   Read More

Behavioural finance analyst Ken Norquay says: Be alert for a sell signal in both stocks and bonds. We should be preparing to buy gold and oil ETFs.
Gold bugs are investors   Read More

What would attract investors to buy bonds that have a negative yield? Odlum Brown’s Murray Leith’s ruminations may help you clear your New Year’s Day thinking.

Jyske Bank, Denmark’s third-largest, made   Read More

Bonds and fixed-income securities have historically returned less than equities. But, in return, they guarantee to provide cash flow in a timely fashion if you hold them directly.
Bonds make an   Read More

The key to making money with junk bonds is to diversify across industries. That’s because failing companies are often concentrated in problem industries.
Investors should diversify across many ‘asset classes’. One   Read More

There is a distinct possibility that the bond market, the stock market and the economy all peaked in the third quarter of 2019. Something is wrong. Beyond the Bull author   Read More

If your investment time horizon is shortening, or you don’t like volatility, you might want to consider a change in your asset allocation to reflect the riskier outlook for equities.

With   Read More

Ken Norquay recalls the late Richard Russell’s admonition in making the case that investors who have not adopted financial plans that include selling, should do so immediately.

I remember those carefree   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More

The bond market, being much bigger than the stock market, requires a different approach than stock investing.
Investing in bonds can be a trying experience. But whether you use a full-service   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More