Foundations' Fixed Income Challenge
by Richard Phillips, Chief Investment Officer and Zachary Schwartz, Client Relations Executive Summary Canadian Foundations often...
OUR RECENT RESEARCH
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 Approach
by Richard Phillips, Chief Investment Officer and Zachary Schwartz, Client Relations Executive Summary Significant return dispersion...
Preferreds: More Volatility and Less Return
by Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Canadian preferred shares have...
Rebalancing: Canadian edition
by 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 Index
by Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Market-capitalized stock indices...
The End of an Era
by 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 Counterparts
by 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 Entry
by Richard Phillips, Chief Investment Officer and Kevin Muir, CFA, Market Strategist Executive Summary Over the past century, value...