Developed equity markets reversed a very weak conclusion to 2018 with a comparably impressive rise in the first three months of 2019. To see the complete article click here.
Asset Manager Commentaries
Interview with Vito Maida, Portfolio Manager VPI Foreign Equity Pool
Summer 2017 update VPI Foreign Equity Pool “Falling prices are the friend of long-term investors. If people don’t feel uncomfortable then I’m probably not doing my job.” Please read the complete interview click here
VPI Canadian Equity Pool Newsletter
To read the complete VPI newsletter, please click on the link below: VPI Canadian Equity Pool Newsletter – May 2017 What You Own – Canadian Utilities – The longest track record of annual dividend increases of any Canadian publicly traded company. With $5 billion in expected future investment from 2017 to 2019 in natural gas and electricity distribution and… Read more »
VPI Canadian Equity Pool Newsletter
Canadian Equity Pool Newsletter What You Own – Novo Nordisk – A leader in the rapidly growing diabetes care market What You Don’t Own – Goldcorp – People purchase gold companies. Investors do not. A Durable Business – Union Pacific – When the operating environment changes, a durable business can focus on the most profitable opportunities Absolute… Read more »
U.S. Election Update
Newsletter provided by TD Asset Management Reprinted with permission Donald turns up trumps: U.S. election update Last night, one of the more colourful U.S. presidential election campaign seasons… Read more »
VPI Canadian Equity Pool Newsletter
To read the complete VPI newsletter, please click on the link below: VPI Canadian Equity Pool Newsletter – July What You Own – RBC – One of the world’s most profitable businesses What You Don’t Own – Deutsche Bank – Not a bank you should own CIBC – Grew earnings 37% over past 5 years and it could get a lot… Read more »
Breaking up is hard to do: Brexit Update
TD Asset Management – Current Perspectives A year ago, it seemed likely that debt-ridden Greece would be the first country to exit the 28-country European Union (EU). However, that distinction now looks likely to go to the United Kingdom (UK). In the British leave/remain referendum held on June 23rd, voters decided that Britain should leave… Read more »
UK Referendum Vote – VPI Portfolio Manager insights
David Atkins, Portfolio Manager, Value Partners Investments On June 23, the UK voted in a referendum to either leave or remain in the European Union (EU) and is commonly referred to as ‘Brexit’. The leave surprisingly won by 52% to 48%. The European Union has been striving for free trade and freedom of movement for… Read more »
Matthews Asia Perspective: Brexit
Matthews Asia Perspective: Brexit The recent announcement affirming the U.K.’s vote to exit the European Union has many ramifications—many of which affect millions of people in a negative way. Some refer to Friday’s announcement as a Black Swan event. Regardless of how the event is characterized , the fact is that the exact implications are… Read more »
AND NOW FOR SOMETHING COMPLETELY DIFFERENT: UK VOTES TO LEAVE THE EU
TD Economics Highlights of the EU Referendum Results: The UK voted 51.9% in favour to leave the EU, with 72.2% voter turnout. Scotland and Northern Ireland voted strongly favour of remaining as part of the EU (62% and 55.8% respectively). England and Wales voted to leave by a relatively narrow margin. Voter turnout in these… Read more »