Insights

To AI, or not to AI

Making smart, long-term investment decisions requires critical judgement and no shortage of intuition. It also takes data-informed insights into knowing when a new technology is truly disruptive. Artificial intelligence (AI) is that kind of technology. It’s a game changer. And that’s why we invest in it through some of the companies we hold. 

Should you invest in residential real estate? Consider these 3 issues first

With interest rates rising and real estate prices falling across Canada, is it a good time to invest in residential real estate? As with any investment, due diligence is a must. We've summarized three of the most common inquiries we receive. 

Inflation – a look ahead

It’s been a tumultuous past few years. We’ve been knocked to and fro both in the markets and in the real world. Thankfully, a theme emerging for 2023 is that we’re closer to the end of the storm than the beginning. In looking at Canadian inflation movement over the past two years as well as trends in labour, we can anticipate the direction that rates are headed and what this could mean for bond holdings. 

You've got to be in it to win it

When markets sell off, fear can compel investors to exit. In doing so, they run the risk of missing out on sudden and powerful recoveries which can make up a significant part of their lifetime returns. As the saying goes, "You've got to be in it to win it." 

Points in Time, Q4 2022

Following a tough year in the markets, there is reason to be more optimistic in 2023. While there will still be some bumps along the way, inflation may ease off, sending rates down and markets up. We expect more surprises and opportunities, and we’ll be here to help you navigate all of them.