Knowledge Centre

Can anyone predict the future? Well, anyone can make predictions and while they can be entertaining, rarely are they insightful. Every forecast begs questions about its assumptions and invariably there are enough disagreements to discredit even a wise sage.

As the flight to quality reached a fever pitch, even the highest quality dividend paying equities were ignored in favour of money market funds and bonds last year and earlier this year. Nevertheless, there were investors who continued to add new cash to their portfolios, seeking out the largest and...

Since 1957 Canadian large cap stocks have generated an average annual total return of 9.9%. Over the same time period, Canadian small cap stocks earned an average annual total return of 14.0%.

While concerns over the cost of rising interest rates and their impact on capital market expectations is certainly valid, history has shown that for Canadians in particular, it’s not the nail in the coffin as far as recessions go.

Many investors are not optimistic for the future prospects of stocks. Of course, the same thing was being said of the markets in early 2009 when the world was thought to be on the edge of financial ruin. The reality was that buying equities in the early part of 2009...

The 1990’s saw the launch of equally weighted indices in the U.S. which have outperformed their traditional cousins, the long standing market capitalization weighted (market cap) indices, by 1.1% per year for the S&P 500 (which was formerly launched in April 2003).

There are many investment indicators, strategies, anomalies and down right myths that influence investors strategies or trading patterns.

To put it plainly, 2022 has been exasperating for investors across all asset classes. Perhaps the most difficult result to deal with has been the performance of bonds which are coming off of their worst year in over half a century.

The Canadian stock market has rallied 10.4% since September 30th. After dramatic losses for the first three quarters of 2022, the market is only marginally down 1.0% year to date.

History has a way of repeating itself and history might be about to deliver a welcome relief from the equity market turmoil in the form of a turning point; in what, until now, has been a one-sided slide.