Foundations' Fixed Income Challengeby Richard Phillips, Chief Investment Officer and Zachary Schwartz, Client Relations Executive Summary Canadian Foundations often...
How Much Liquidity Do You Need?by Richard Phillips, Chief Investment Officer and Zachary Schwartz, Client Relations Executive Summary Liquidity plays defensive and...
Manager Selection: East West’s Approachby Richard Phillips, Chief Investment Officer and Zachary Schwartz, Client Relations Executive Summary Significant return dispersion...
Preferreds: More Volatility and Less Returnby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Canadian preferred shares have...
Rebalancing: Canadian editionby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Portfolios need to be periodically...
Equal-Weighting: An Alternative to the Standard Indexby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Market-capitalized stock indices...
The End of an Eraby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary For the first time in three...
Emerging Markets – always a good addition to a portfolio, but maybe a great one now?by Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Given the U.S. stock market’s...
U.S. Banks Poised to Outperform Canadian Counterpartsby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Over the past two decades,...
Value vs. Growth: Decade Long Pause Provides Great Entryby Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Over the past century, value...