Featured Articles

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 […]

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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 […]

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To invest, or not to invest in oil? That is the question
To invest, or not to invest in oil? That is the question

We pondered these questions to determine whether we should join in the global movement for fossil fuel divestment or maintain clients’ oil investments […]

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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 […]

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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. […]

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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 […]

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