Our Views

  •     After the health and safety of their loved ones, sustained financial well-being is probably the most pressing concern for many people. Investors are taking a closer look at the state of their portfolios, analyzing performance and wondering about their future financial prospects ... Keep Reading >
  • “The only thing we have to fear is fear itself.” – Franklin Delano Roosevelt At the time the former U.S. president made that historic pronouncement—in 1933 at the height of the Great Depression—markets had crashed. Scores of investors had been wiped out. Unemployment was skyrocketing. ... Keep Reading >
  • We published our first post on February 27th in response to the spread of the coronavirus and its impact on the economy and financial markets. Broadly speaking, our view has not changed since the writing of that note. Financial markets have kept up their pattern of indiscriminate selling – ... Keep Reading >
  • With the COVID-19 coronavirus outbreak stoking global anxiety and causing concern across financial markets, investors the world over have been shaken as the crisis escalates. Candidly, there is much about COVID-19 we don’t yet know. How far and how fast will it spread? What is the mortality ... Keep Reading >
  • How will your portfolio perform in a market decline? It’s a question that is likely on the minds of many investors given the see-sawing in public equity markets of late. In this post, we explain the concept of “drawdowns” – what they are, the consequences for investors and how to minimize their ... Keep Reading >
  • Negative bond yields may not be exactly top of mind amidst your summer vacation plans and family time. And thank goodness for that! But negative bond yields are a source of preoccupation within the world of finance. They’re making news headlines and since we’ve had a couple of questions about ... Keep Reading >
  • Our Investment Committee met earlier this week with Luxembourg-based global equity managers, Klaus Petersen and Jens Hansen who run the ValueInvest Global Strategy, which makes up approximately 30% of our Newport Global Equity Fund. Here are some highlights from our discussion – and some good ... Keep Reading >
  • In this First Quarter Review, Chief Investment Officer, Mark Kinney, discusses our investment strategy for volatile times and a unique new private investment we made – an opportunistic play on an out-of-favour sector. If your portfolio is not benefiting from broad asset class exposure and ... Keep Reading >
  • For most of Canada, this past winter has been colder and snowier than average. Fortunately, with longer daylight hours, spring is finally approaching and our thoughts turn to warmer weather and, for gardening enthusiasts, digging into our outdoor spaces. It’s funny how some of the best ... Keep Reading >
  • Today is International Women’s Day and the campaign theme for 2019 is #BalanceforBetter, a slogan that calls for a more gender-balanced world, including greater gender balance in income and wealth. Although the gender gap in personal income has narrowed in Canada over the past several decades – ... Keep Reading >