11 Apr 2025
Equity markets are riding a rollercoaster of volatility, but what stood out even more this week (other than the unpredictable behaviour of Trump) was the interesting reaction of the U.S. Treasury market and dollar. Long-term Treasury prices declined, pushing yields higher, even in the face of instability that would traditionally send investors rushing into U.S. government debt. More instructive was the weakened greenback.
23 Nov 2023
As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...
13 Jul 2022
We have been recognised for our positive impact on employees.
12 Aug 2021
We are proud to be among the community of B Corps creating our very own old growth forest of the future; Forest B.
09 Aug 2024
Concentration risk can be a double-edged sword, offering the potential for significant gains but also exposing investors to devastating losses. Recent market trends have amplified this risk, making it crucial for investors to understand and manage their portfolio concentration effectively.
09 Aug 2024
If you were offered a guaranteed 5% return on your investment versus a 50/50 chance to earn 15% or nothing, which would you choose? Similarly, would you pursue a $1,000 prize at the risk of incurring a $1,000 penalty? These questions, rooted in behavioural economics, reveal a fundamental aspect of human nature: loss aversion.
26 May 2023
To build on this legacy of giving and making a social impact, we are excited to be the lead champion of the Calgary Surge Assist initiative.
09 May 2023
The Youth of Distinction Awards (YODA) recognize deserving youth, 12-18 years of age or still in high school, for the remarkable ways in which they have chosen to live.
11 Apr 2025
Equity markets are riding a rollercoaster of volatility, but what stood out even more this week (other than the unpredictable behaviour of Trump) was the interesting reaction of the U.S. Treasury market and dollar. Long-term Treasury prices declined, pushing yields higher, even in the face of instability that would traditionally send investors rushing into U.S. government debt. More instructive was the weakened greenback.
23 Nov 2023
As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...
07 Oct 2024
Our CEO and Chief Investment Strategist, Sharon Watkins, recently attended Asia’s premier and longest-running investor forum to unpack the critical macro, geopolitical, and strategic issues that will shape portfolios in the years to come. Hong Kong was bustling as always. Conversations were open and dynamic.
16 Oct 2023
On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.
