2018

No Rally This Christmas?

Good day, Every morning my kids remind me that Santa’s on his way but it’s uncertain whether he will be bringing along the seasonal Santa Claus market rally we often see at this time of year. Equity markets continue to see net declines due to uncertainty surrounding the outcome of global trade tensions coupled with fears […]

2018

What is it This Time?

Good day, Do investors remember how they felt in 2010 when Greece requested a $53 billion bailout which led the S&P 500 to drop 15.61% from April 15th to July 2nd? Many panicked during that time, while disciplined investors not only held on to good quality companies but added more. The market fully recovered by November […]

2018

It Ain’t Different This Time

Good day, In life we become wiser by learning from our experiences but for some reason this doesn’t always apply to investing. We tend to quickly forget past experiences and make the same mistakes again and again and/or have the same fears and anxiety we’ve previously experienced during multiple periods of market contraction. One of […]

2018

Keep Calm, Live Longer

Good day, The downward market trend continued this week and the S&P500 is officially in correction territory defined as a 10% drop. Some markets in Asia are now in a bear market as they’ve dropped more than 20% from their highs. Investors haven’t been able to hide anywhere as most global markets, if not all, […]

2018

An Ugly Week

Good day, Uncertainty around trade tensions between China and the US coupled with a rising interest rate environment negatively impacted markets this week.  As mentioned on previous occasions, investors often fear uncertainty more than bad news. As human beings, we have a difficult time dealing with the unknown but when there’s a problem, we assess […]

2018

Retail Friendly Private Debt

Good day, Interest rates in both Canada and the US are expected to continue to rise creating significant headwinds for the bond market.  This, in turn, makes it extremely difficult to find conservative yet high yielding investments to diversify equity portfolios.  Given the above, not only are American pension and endowment funds significantly overweighting alternative investments […]

2018

The Next Financial Crisis

Good day, While the sting of the 2008 financial crisis is behind us, prudent investors have learned from the experience and are well positioned to minimize the risk the next time around. Where there’s chaos, there are opportunities and significant wealth has been created by those who followed a disciplined investment approach ignoring the noise […]

Harbourfront Wealth Management