Our Views

Topic: Investing

  • Possible changes to capital gains taxation

    by Kelly Willis - 03/13/2017

    The federal government announced last week that it will table its budget on March 22nd – putting an end to the guessing game. Speculation remains rampant about possible changes to capital gains taxation. Rumours are circulating that the federal government may increase the capital gains inclusion rate from 50% to as much as 75%. The inclusion […]

  • Is your retirement income secure in bonds?

    by Kelly Willis - 01/25/2017

    It used to be, a secure retirement income was generated from a balanced portfolio of stocks and bonds. Bonds were the stabilizing force that provided income and offset equity risk. And for more than two decades, bonds have provided excellent returns. But with interest rates rising, the outlook for bonds has turned sharply negative. (As […]

  • The search for investment bargains in 2017

    by Kelly Willis - 12/30/2016

    Wondering where to invest in 2017? It’s a good question — one the Newport Investment Committee  spends a lot of time assessing and managing. In times like these, we think it is more important than ever to have broad asset class diversification in your investment portfolio — with laser-like security selection. After all, traditional asset […]

  • Is your asset mix positioned for Trump victory?

    by Kelly Willis - 11/09/2016

    A new chapter of populist politics was written in the United States last night with Donald Trump’s stunning victory over Washington insider Hillary Clinton in the most divisive election in recent U.S. history. Polls leading up to election night showed a tight race but with most pundits giving the nod to Clinton. Trump’s sweeping victory […]

  • Protecting your portfolio against currency changes

    by Kelly Willis - 03/12/2015

    In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?”

  • Manage RRIF rules carefully – or you could run out of money

    by Jansen Shrubb - 07/08/2014

    Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier.

  • How to protect your investments from a market downturn

    by Stephen Hafner - 06/25/2014

    At our investment meeting this week, one of my colleagues shared the news that he had received a call late the night before from a prospective client confirming his decision to hire us to manage his portfolio. While that itself is not news we’re thankful to say, what was interesting was the voice mail message […]

  • Risk management is a hard sell!

    by Stephen Hafner - 01/29/2014

    Equity mutual funds are getting a late Christmas gift this month: they are finally able to drop return data from 2008 from the calculation of their five-year performance numbers. Why is that important? In 2008, global equity markets fell between 30-54% (as if we need reminding!). Given that mutual funds generally report one, three, five […]

  • Convexity and Bonds

    by Peter Churchill-Smith - 01/31/2013

    Yesterday’s Globe and Mail included an interesting article by Boyd Erman on the impact of “convexity” on bond prices. That is, the measure of the sensitivity of the price of a bond to changes in interest rates. As advisors, we try to avoid jargon like volatility, duration, correlation and tracking error. One investor friend of mine […]

  • When will natural gas prices turn?

    by David Cole - 05/09/2012

    Record warm temperatures made for a comfortable Canadian winter this year. But they’ve caused a chill in the energy market. Particularly natural gas prices which dropped to a 15 year low. What’s the cure? “Low gas prices” is the standard response from industry experts. Low prices spur demand and cut off supply. It’s just a lesson […]