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: Investment counselling
So You Want to Hold a Family Meeting?
The Journal | March 2021
Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...
Looking Back at Tech
The Journal | August 2020
Against the constant barrage of tech stocks news, Investment Counsellor Philip Doyle does some decluttering. In this piece, he evaluates how the market’s fixation on technology has left some...
PDF: Minerva: the Women of Burgundy Magazine, Issue 3
Minerva | July 2020
The third issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Pandemic Pricing: Assessing Value During COVID-19
The Journal | June 2020
The world is facing a pandemic unlike anything we have seen before. As public health officials continue to learn about the trajectory of COVID-19, Burgundy has kept a watchful eye...
In Volatile Times
The Journal | February 2020
Trade disputes, low and declining interest rates, an unpredictable political environment, and a potential pandemic all point to a future beyond the scope of existing forecasts. The significant market...
Ships that Sail Best in a Light Wind
The Journal | November 2019
An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy...
PDF: Minerva: the Women of Burgundy Magazine, Issue 2
Minerva | October 2019
The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors...
Minerva Issue 2: Women of Burgundy, a Five-Year Update
Minerva | October 2019
A married woman, a mother, a grandmother, the CEO of her family’s foundation. Seeking the best thinking around investing so that she can prudently steward her family’s wealth...