Market and Investment Insights

In the first video, we give an update on the COVID-19 global pandemic and current case counts. We outline the Canadian government’s response and its cost financially to the country. We also show some data on how many companies are taking advantage of the market rebound and issuing new stock at a record pace into the demand (maybe hysteria?) investors are showing.

In the second segment, we outline the performance of various segments of world markets. We show how equities have almost rebounded to their previous highs and where strength has appeared and where weakness still lingers. This overview gives context and sets the stage for a review of our portfolios.

In the third and final segment in our series, we focus on our model portfolios, the action we had taken in the quarter to position portfolios and how this has worked out during these unprecedented times. We remind clients that over long time periods, markets have been positive and that volatility is a normal part of investing. We give a snapshot of what emotional investing can look like and why one needs to be very disciplined to avoid making poor decisions during stressful times. When you own good quality businesses, you can rest assured that they will make it through this tough patch and emerge out the other side in a position to continue growing and sustaining the payments of their earnings (dividends) to you their owners. This is what we aim to do when we invest your capital.