Painful Interest Rate Increases May 2022
The biggest threat bonds face is an increase in interest rates, and they will rise eventually. The wake-up call for bond investors could come when investors realize how little money they are earning with low yielding bond portfolios.
Rate Hikes and the Stock Market April 2022
Historically there has been a strong inverse relationship between interest rates and stock prices. Specifically, whenever interest rates rise, stock prices eventually fall and investors become worried that a rate hike is long overdue.
Maintaining Perspective March 2022
Stock markets around the world have been getting choppy lately; raising the question, is now the time to panic? Investors understand that market fluctuations are a part of investing but they are nevertheless scary.
Value and Growth Stocks Diverge February 2022
Alarm bells have been ringing across trading desks as the Federal Reserve indicated that it would slow down its policy support.
Large Cap Equities Reward Patience January 2022
2021 was certainly an eventful year to say the least. Investors were faced with a barrage of negative headlines throughout the year resulting in increased volatility across global markets.
Balanced Portfolios Still Work December 2021
When investing in capital markets, investors have a wide array of choices. The primary task facing investors is choosing between bonds, stocks, or a mix of both.
Do Rising Short Rates Signal Pain for Bonds? November 2021
Interest rates could be on the rise in Canada next year as the Bank of Canada reverses its long term policy of stimulating the economy to offset the debilitating impact of COVID-19. The general consensus is that sometime during 2022 short term interest rates will be going up.
Who Will Lead? October 2021
History never repeats itself in exactly the same way but similarities exist, especially in the timing of economic events or cycles.
Equal vs. Market Cap Weighted Stocks September 2021
The 1990’s saw the launch of equal weighted indices in the U.S. which have outperformed their traditional cousins, the long standing market capitalization weighted (market cap) indices, by 1.5% per year for the S&P 500.
REITs vs. Interest Rates August 2021
The prevailing line of thinking in the investment world is that rising interest rates will spell doom for Real Estate Income Trusts (REITs). In reality this is completely wrong.
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