Regardless of the investment philosophy or style of a fund’s portfolio manager, the only solid information we have about a fund is its portfolio and its past performance.

When you look   Read More

Given that we consider the Canadian dollar to be undervalued in relation to the US dollar, we generally recommend you hedge your currency risk when investing south of the border.

Despite   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More