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Quarterly Stock Market Outlook |
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Tuesday, 03 April 2012 |
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Every quarter, we update our stock market outlook, discussing both the longer term environment and the shorter term – 12 months – outlook. We have been producing these quarterly Strategy reports since the 1970's and continue to find that, currently, the degree of difficulty in predicting the short term or one year market outlook is higher than it has ever been. This is partly because the economic outlook is unusually influenced by all the political decisions that have yet to be made both in Europe and in the United States. These decisions relate to exactly how the European sovereign debt and consequent potential banking crisis will be handled and who is likely to be elected as President in the U.S. and who controls both the Senate and the House. In addition, we have never in history seen this degree of monetary ease being pursued by central banks around the world – The Fed, the Bank of England, the Bank of Japan and the ECB are all undertaking different types of QE while China and India are cutting reserve requirements – and so no one really knows how ultimately these injections of liquidity can or will be reversed. |
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March 5th, 2012 Wall Street Transcript Aricle Summarizes our Philosophy and Current Strategy |
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Friday, 16 March 2012 |
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The March 5 edition of the Wall Street Transcript (TWST) – one of the best known research publications in the U.S. – included an interview with myself entitled “Investing in Canadian Equities”. This edition of TWST included interviews with seven U.S. and Canadian money managers. This March 2012 report was by way of an update on our views expounded upon in a TWST interview a year ago. This update comprised a lengthy discussion in which we discussed our investment philosophy and style as well as the key themes that we
believe will characterize the Canadian investment environment in the coming years.
We think many of the key points we made in the discussion with TWST are worth repeating for our clients as they expand upon our approach to Canadian investing in a global context. We have therefore decided to detail the interview in its entirety in our Strategy Notes as we did last year. Thus:
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The positives for Greece if it were to leave the Eurozone |
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Thursday, 01 March 2012 |
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In our February 15 Strategy Note, we looked in depth at what a Greek deal may mean for
that country’s economy and also the implications for some of the other peripheral countries,
the Eurozone and the world at large.
Since the beginning of the year, stock markets around the world have been moving up,
partially as a result of a successful completion of a second Greek bailout but also as a result of favorable reaction to a number of U.S. economic data points and because of the
widespread liquidity infusion by global central banks.
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