Our Views

  • 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 >
  • Over the past six months, we’ve seen textbook cases of both. Remember the fourth quarter of 2018: after a prolonged period of relative calm, global stock markets turned sharply negative, with the S&P/TSX Composite Index falling 10.89% and the S&P 500 Index down 13.97%. Equity market ... Keep Reading >
  • Over the holidays, a Globe and Mail article written by Rob Carrick entitled, investing lessons for 2019 and beyond from the country’s biggest pension plan, caught our eye. We thought to share some of the highlights – sound principles for investment success regardless of the portfolio ... Keep Reading >
  • So you’re hiring a new money manager. You have a host of questions to ask. (See our earlier blog post for a list of questions.) You’ll no doubt want to enquire about the manager’s investment performance and fees. But will you know how to interpret the answers? How do you assess what the numbers ... Keep Reading >
  • Retail investors should understand the risks and opportunities of investing in alternatives. Once upon a time, alternative investments (e.g. private real estate, private debt, private equity, infrastructure, etc.) were the exclusive domain of pension funds, billionaires and sophisticated ... Keep Reading >