We are experiencing two of the biggest structural transitions most of us have ever lived through. By proactively anticipating risks and uncertainties within these trends, we can position portfolios to capitalize on the opportunities and navigate the challenges that lie ahead.
A DECADE OF TRANSITION
Last year presented three considerable challenges to Canadian investors: the sheer strength of the U.S. dollar compared to other currencies, unprecedented market concentration, and geopolitical tensions that rendered China uninvestable. We're just a few months into 2025 and the environment has already proven to be volatile, particularly with the looming threat of tariffs.
Yet, amidst all the noise, we hold that stable returns are the foundation of long-term investment success. This involves focusing on enduring market trends, evaluating downside risks, and pursuing growth at a reasonable price, all while maintaining a disciplined approach to valuations. Our guiding principle, “It’s What You Pay,” helps keep emotions in check and is one of the key reasons our clients have enjoyed consistent, reliable returns, even during market downturns.
Now, more than ever, we must remain open and flexible. Remember, "we cannot direct the wind, but we can adjust the sails."
“We both thoroughly enjoyed [the presentation] and found your insights into the future landscape incredibly valuable. I truly appreciate the initiative you take in hosting this event each year and your ability to articulate the rapid changes and disruptions occurring across political, technological and financial spheres. In these uncertain times, you and your team have done an outstanding job of bringing clarity to complex issues.”
Guest
Photos from the event
