A podcast investigating investing with a focus on Environmental, Social, and Governance themes.
Just in time for the UN Climate Change Conference comes an idea on decarbonizing a portion of your investment portfolio. Please find here an interview held with the President and CEO of Evolve ETFs, Raj Lala.
Being an optimist is an important characteristic of any advisor. If you don’t believe things will get better for your clients, what’s the point of giving advice? Luckily for asset owners, it’s been easy to stay positive. Government support for stock and real estate markets has been and continues
Mid-Year Market Update With Dr. James Thorne – June 8, 2021
I know I shouldn’t… but the first thing I do each day is reach for my phone. I put in my password and log on to CNBC.COM to check on market sentiment by looking at the Dow, S&P 500 and Nasdaq futures. What are the major headlines that will dominate
In my blogpost of March 26th this year, The Chairmen, I wrote about the importance of watching the actions of the Federal Reserve of the United States. The United States Federal Reserve System is the central banking system of the USA and it controls money supply in the US economy.
Simon has a conversation with Paul MacDonald, CFA, CIO of Harvest Portfolio Group on Thursday, May 14th 2020. They discuss income strategies, markets and opportunities.
Choosing an investment firm is as important as choosing an advisor. Being in the industry almost 25 years, I can attest to how important this choice is. An advisor’s firm dictates what products and support is available and ultimately what level of service that can be offered to his or
Nineteen Eighty-Four, George Orwell’s ninth, final and most famous book describes a dystopian future run by a supreme leader known as “Big Brother”. The world is in a state of perpetual war and the people impoverished, mal nourished and utterly subjugated. The dangers of propaganda, revisionist history and government surveillance
Simon speaks with Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager with Harbour Advisors. Simon and Peter have a discussion split into two parts. Part 1– they explore topics such as the Coronavirus, what it is and what is needed to combat it, the impacts on markets and
Simon has a conversation with Dr. Jim Thorne, Chief Market Strategist at Wellington-Altus. They discuss: recent market volatility where markets may be headed sectors to avoid and sectors where there may be opportunity government responses to recent market volatility difficulties in the overall economy healthcare responses potential duration of the
Since March 2009, in the depths of the financial crisis to February 2020, the US enjoyed an unprecedented bull market. Everything went up in an almost straight line. There were hiccups to be sure – Trump’s shut down, some concerns over Brexit – but despite those relatively short periods of
I like to consider myself ‘well read’…. Though I must admit that I am becoming ‘well watched’ as I seem to spend more and more time watching Netflix rather than sitting quietly with a good book. So I guess it’s no surprise that I first came across the word hubris
If you know the end of the phrase above you are not a stranger to market volatility. I think of Technical Analysis in terms of support and resistance levels. These come about (as far as I’m concerned) because of greed and fear. There are certain points where people say: “I
We all know Black Monday… 1987 crash. That was in the textbooks of everyone who wanted to be in the investment industry. I don’t know what exams you had to do but for investment advisors, it’s seared in our memories for two reasons: Worst one day market decline in US
It’s been a while since we’ve seen a day where markets opened limit down. What that means is that the stock markets opened so low they were halted in order to stop the drop from being too great. This is a circuit breaker that is used to stop markets from
Happy Leap Day “May you live in interesting times” a purported traditional Chinese curse is applicable to the market turmoil of these past days. As strange as it sounds, these are the times that I love as an advisor. I started advising people in regards to how to manage their
Labor markets across the globe have been particularly tight in recent months, and Canada’s has been no exception. While advantageous for job seekers, this landscape has proved challenging for companies competing to attract and retain top talent. Forbes set out to identify the companies doing the most for their employees
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances.
