Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Investing the Burgundy way
American Carnage
The Journal | April 2025
In the wake of President Trump’s “Liberation Day” tariffs, Burgundy Co-Founder Richard Rooney sorts through the rubble, examining the economic risks, global repercussions, and long-term damage t...
One Bond at a Time: Burgundy's Credit Approach
The Journal | February 2025
Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained com...
Navigating Trump's Tariffs
The Journal | February 2025
Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy to...
There's a New Tariff in Town
The Journal | December 2024
With Donald Trump’s re-election to the White House, tariffs are back in the spotlight. Beyond the fog of speculation, social media posts, and market uncertainty, we explore this complex...
Beyond the Desk: Why We Travel
The Journal | October 2024
Whether walking the factory floor in India, meeting with management teams in Amsterdam, or observing local consumers in Red Deer, some insights cannot be captured from just reading an annual...
Japan Today: Gaman & the Capacity to Endure
The Journal | September 2024
Amid claims of a corporate governance makeover and an endorsement from Warren Buffett, many foreign investors have developed a renewed interest in Japan. Drawing on his expat perspective, Investment A...
From Burgundy's Bookshelf
The Journal | August 2024
We are back with another installment of our summer reading list, where we snoop on the bookshelves of our Investment Team and share their suggestions with you. We hope you...
Now and Then: Reflecting on Our Client-First Focus
The Journal | August 2024
In his closing remarks at this year’s Burgundy Forum, CEO Rob Sankey reflects on our journey since our first-ever Client Day. While Burgundy’s client-first mentality and core values...