Knowledge Centre
Monthly Insight
Hiding in Average
December 2024
Conventional thinking states that stocks and bonds follow a “random walk” and no one can know in advance what the returns will be next month or next year. However, over the longer term investors can observe definite patterns once they have enough information.
Maximum Correlation
November 2024
Currently there is a high correlation amongst stocks around the world although that is starting to change, which historically has been a very good thing. Correlation is a statistical measure of the connection between two securities.
Presidential Election Changes
October 2024
Historically, regardless of which political party was holding the U.S. presidency, there has been no significant difference for the performance of the stock market. As all investors know, predicting what will happen in the stock market is virtually impossible.
Up the Escalator, Down the Elevator
September 2024
Up the Escalator, Down the Elevator is a phrase which describes the pattern in global central banks historic interest rate decisions. When the decision is made to increase interest rates, they tend to rise steadily over a long time; but when they turn, they can plunge rapidly.
What Can Your “Benchmark” Press?
August 2024
For weightlifters this is a common question as it inquires the maximum weight they can lift. For investors the term benchmark is important as it indicates when investment performance meets a desired result. In both instances the objective is to reach a desired goal and then surpass it.
What Will Lead?
July 2024
History never repeats itself in exactly the same way but similarities exist, especially in the timing of economic events or cycles.
Too Little but Not Too Late
June 2024
As the global economy struggles to find its way, investors can benefit from a little perspective. Investing can be both painful and highly rewarding and investors can learn many lessons that will make them better investors in the future. Primary amongst them is the ability to take a moment to...
Gold Anyone?
May 2024
Gold as an investment has had a chequered history in modern times. Gold does well when monetary and fiscal policies are poor and does poorly when policies are good.
Fabulous First Quarter and for the Year?
April 2024
The theme for 2024 has been so far, so good. Investors cannot complain about how the Canadian stock market has performed in the first quarter.
Stock Market Concentration
March 2024
For all the talk about the Magnificent Seven in the U.S. and the global reliance on just a handful of companies to drive stock market returns it is still quite surprising just how concentrated some of the world’s stock markets really are.
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