Measuring What Matters: A Better Way to Evaluate Your Portfolio
13 Oct 2026Every investor needs a measuring tool. Without one, there is no way to know whether a portfolio is growing or an advisor is making prudent decisions. Broad-market indices are often the default choice, and for good reason: they are simple, transparent, and easy to check daily. In a plain 60/40 or 80/20 portfolio, the MSCI World Index or the FTSE Canada Universe Bond Index can be fair proxies for International Equities or Fixed Income. But are they an analogous benchmark?
The New ESG: Energy, Security and Groceries
16 Sep 2026For much of the past decade, ESG (environmental, social and governance) considerations became a defining lens for investors, corporations and policymakers. Capital was directed toward decarbonization, corporate accountability and social outcomes. Energy producers faced a higher cost of capital as governments set increasingly ambitious emissions targets, and investors were encouraged to view traditional energy exposure as a risk to be minimized.
How the SpaceX IPO Will Shift Risk to Passive Investors
05 Jun 2026SpaceX is set to go public next week at an eye-watering valuation of $1.8 trillion, by far the largest IPO in history. While many investors are excited to be able to purchase shares in the company, the headlines are distracting from the fact that the IPO combined with its accompanying rule changes seem to be set up in a way that will give its current owners exit liquidity at the cost of retail and passive investors who will be left holding the bag.
The Odds Were Never in Your Favour
13 Apr 2026Ask a young person today to explain the difference between gambling and investing, and many will struggle to answer. Six in ten Canadians participate in some form of gambling, and with mobile sports betting now living in anyone’s back pocket, Canada's gambling landscape is no longer confined to the casino floor. It’s virtually frictionless.
Building the Ecosystem
10 Apr 2026If you've followed along for any amount of time, you'll know that our CEO and Chief Investment Strategist, Sharon Watkins, talks a lot about the mindset change needed to build our city. Last month, InterGen hosted a private investor event The Starting Line: A Strategy for Early-Stage Investing at Ferrari of Alberta.
How We're Navigating Market Volatility
26 Mar 2026In periods of heightened market and geopolitical turbulence, investors are often tempted to over-analyze every headline and react to each intraday swing. At SANDSTONE, we take the opposite approach.