Portfolio First Aid

In asset management, strong performance usually results in satisfied clients. But how can asset managers keep clients happy when they are struggling to perform.

Alpha Predators

Big is not necessarily beautiful in the asset management ecosystem. In the eyes of investors, the real alpha predators are the smaller boutiques.

Red October

October stands out in stock market history owing to the fact that several large market crashes have occurred during the month. And true to form, the month of October 2018 provided us with a new entry to the stock market lexicon: Red October.

Politics & Investment

The world has been run by politicians, in some form or other, since the beginning of time but as the days wear on, a few harsh realities continue to come …

Fairy Tale Economics

While the so-called Goldilocks economy is unlikely to run out of steam this year, the presence of three bears lurking menacingly in the background mean it is just a question of time as to when the economic fairy tale comes to an end.

Trumping the Markets

The US presidential election, a political juggernaut like no other, has become a day-time TV freak show – playing to the lowest common denominator of populist politics.

Canadians Need To Take Charge Of Retirement As Population Ages

Canadians are living longer than ever. But longer lifespans are placing a greater responsibility on individuals to manage ever lengthening retirements. According to Statistics Canada seniors accounted for more than 16 per cent of the population in 2015, with that number predicted to rise to 25 per cent by 2055, a future in which more retirees compete for finite government resources.

Working Holiday

While you were out drinking and indulging over the holidays…I was (mostly) working. My travels took to me to London, Paris, St. Moritz and Venice, all of which are terrific …

Millennials – ‘Av a Word

There are 14.6 million Millennials in the UK and two million of them – 2,048,579 to be exact – are considering making an investment.

Dodd-Frank: The Music Plays On

The music industry is facing an interesting conundrum. Vinyl records are slowly making a comeback and purchases are on the rise as CD and digital sales are concomitantly falling.