We don’t often think of bonds to help us fight inflation. Core bond funds can get slaughtered, hit by the potential of rising rates (bond prices go down) and decreased spending power in real dollar terms thanks to an increase in the cost of living. So we’ll look to inflation-adjusted bonds. The thing is, the […]
Canadian stocks are looking rosy, says Rosey, on the Sunday Reads.
Canadian economist David Rosenberg is known as a ‘permabear’. Meaning that he is usually predicting a market decline or recession. Of course the old joke is that economists have predicted eight of the last two recessions. That said, Rosenberg (Rosey) and a select few economists and portfolio managers did predict the last two major stock […]
Justwealth is the top-performing Canadian Robo Advisor.
The Canadian Robo Advisors came on the scene just over 5 years ago. A few of the Robo Advisors will offer that they were Canada’s first Robo Advisor. Typically Wealthsimple and Nest Wealth will argue for that crown. We can now compare the 5-year performance for a handful of the Robo’s. Five years is meaningful […]
The Canadian banks are looking to pay you more on the Sunday Reads.
The big Canadian banks and other financials finally got the go-ahead from OSFI. They are now allowed to increase dividends and buy back shares. Those are two major moves that return value to shareholders. Of course, paying down debt and investing in future growth projects are in the mix when companies have free cashflow. The […]
The investonomic smorgasbord on the Sunday Reads.
Start with some stocks and dividends and energy and asset allocation and then mix in $2 per litre gas prices, plus my dueling economists who say GMO stagflation “yes!” and inflation “no way” and you’ve got an investonomic smorgasbord on the Sunday Reads. This week when I made sense of the markets for MoneySense, I […]
What is the cost of your Canadian home bias?
Investors around the globe are known to invest ‘too much’ of their portfolio in their home country. It is called a home bias. Canadian investors are guilty of that home bias. Many estimates suggest that Canadians hold about 60% of their portfolio assets in Canada. Meanwhile Canadian stock markets only represent about 3% of the […]