Featured Articles

Investor Forum 2021

Investor Forum 2021

-

We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]

Read More…

Learn More
Portfolio Update – September 2021

Portfolio Update – September 2021

-

Global equity markets hit new highs in August as companies continued to report strong earnings […]

Read More…

Learn More
Portfolio Update

Portfolio Update

-

Global equity markets have recorded double-digit total returns year-to-date to July 31st […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q3 2021

Economic and Capital Markets Outlook – Q3 2021

-

The world economy is on course to deliver the strongest year of growth in more than a decade. The current structural backdrop reinforces our optimism that a new cyclical expansion is well underway […]

Read More…

Learn More
Doing good while doing well: Our ESG journey

Doing good while doing well: Our ESG journey

-

Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […] […]

Read More…

Learn More
2021 Federal Budget

2021 Federal Budget

-

On April 19, the federal government tabled its first budget in more than two years. The budget confirms a deficit for the past year, which reflects the current situation […]

Read More…

Learn More
Portfolio update – Letko Brosseau Strategy: on the right track

Portfolio update – Letko Brosseau Strategy: on the right track

-

There has been a decided shift in the bond market in recent months. Investors have begun to focus on the strength of the economic recovery even as central banks press ahead with bond purchases […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q2 2021

Economic and Capital Markets Outlook – Q2 2021

-

Global equity markets climbed to new highs in the first quarter of 2021. Robust income growth, record household net worth and high private savings point to significant support for consumer spending as pandemic constraints subside […]

Read More…

Learn More
The climate is changing. Electric vehicles are coming. Should we still invest in oil?

The climate is changing. Electric vehicles are coming. Should we still invest in oil?

-

Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

Read More…

Learn More
Horizon – Tax return 2020 – 2021

Horizon – Tax return 2020 – 2021

-

This bulletin summarizes information and some changes that may be of interest for your 2020 and 2021 tax planning. It provides general information that we deem important […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q1 2021

Economic and Capital Markets Outlook – Q1 2021

-

This past year was like no other. The global social disruption and economic damage that followed from the pandemic were without precedent. However, what is truly remarkable is how quickly we are turning the corner. […]

Read More…

Learn More
The illustrious history of growth through value investing

The illustrious history of growth through value investing

-

My mother was always careful about what she paid for everything she bought. She was so happy when she found what she wanted on sale and she certainly did not want to overpay […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q4 2020

Economic and Capital Markets Outlook – Q4 2020

-

As COVID-19 cases surged around the world during the first half of 2020, government-mandated shutdowns plunged the global economy into its deepest recession since the 1930s. By IMF estimates, real GDP contracted by 13.6% in developed countries and 11.3% in emerging markets year-on-year during the second quarter […]

Read More…

Learn More
Investor Forum 2020

Investor Forum 2020

-

In this virtual conference, we will be covering the latest developments on the health care front, the road to global economic recovery and the secular forces shaping the future of key industries such as airlines, real estate, retail and energy […]

Read More…

Learn More
Healthcare Sector Briefing

Healthcare Sector Briefing

-

Aging populations, unmet medical needs, and emerging market growth offer opportunities in the healthcare industry […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q3 2020

Economic and Capital Markets Outlook – Q3 2020

-

Trillions of dollars have been injected into the economy, preventing a full-scale financial crisis. This stimulus, along with progress on treatments and a vaccine, suggests the worst of the pandemic’s economic impact may be over. […]

Read More…

Learn More
ESG Integration

ESG Integration

-

Environmental, Social, and Governance (ESG) Investing (also known as Responsible Investing or Sustainable Investing) integrates non-financial factors […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q2 2020

Economic and Capital Markets Outlook – Q2 2020

-

Global economic growth was primed to accelerate in 2020, following a period of softer activity brought on by the U.S.-China trade conflict […]

Read More…

Learn More
Update on the coronavirus outbreak

Update on the coronavirus outbreak

-

As a result of recent developments, we would like to update you on our thoughts regarding the potential economic and financial market impact of the coronavirus. […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q1 2020

Economic and Capital Markets Outlook – Q1 2020

-

During much of 2019, financial markets appeared to be fighting a recession that never occurred […]

Read More…

Learn More
Economic and Capital Markets Outlook – Q4 2019

Economic and Capital Markets Outlook – Q4 2019

-

Uncertainty with regards to trade and geopolitical events such as Brexit and protests in Hong Kong, are contributing to speculation that the global economy is sliding into recession […]

Read More…

Learn More
The Endless Aisles and Possibilities of E-Commerce

The Endless Aisles and Possibilities of E-Commerce

-

We sure don’t shop the way we used to. No more needing to get dressed, hop in the car, and rush to the mall before closing time. […]

Read More…

Learn More
Tech’s Shape of Things to Come

Tech’s Shape of Things to Come

-

The seemingly relentless advent of “new and improved” personal computers and various other electronic gadgets is not simply a marketing and profitability ploy. […]

Read More…

Learn More
LBA Economic and Capital Markets Outlook – Q3 2019

LBA Economic and Capital Markets Outlook – Q3 2019

-

Fears of a global recession triggered by renewed trade tensions destabilized markets in the second quarter. […]

Read More…

Learn More
Transforming Villagers Into Urbanites

Transforming Villagers Into Urbanites

-

There is a seismic humanitarian shift occurring that is exerting considerable impact on our planet. In 2019, approximately 55% of the globe’s 7.5 billion people live in cities. […]

Read More…

Learn More