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
Commodities, Contrarianism & Conviction
The Journal | February 2015
Following is a common dialogue at recent investment meetings with our Canadian clients. “Where is the price of oil going?” “The price of oil will increase.” “When?” “We are not...
Have You Planned for Market Corrections?
The Journal | October 2014
Many global markets have slipped into correction or near-correction territory. As I write this, the TSX Composite Index has dropped 10.4% from its early September high. While stock market volatility i...
Join the Women of Burgundy Community
The Journal | July 2014
Have you heard the news? Burgundy recently launched a Women of Burgundy initiative for you, our clients. Our mission is to build a community that inspires women to make investing...
Women of Burgundy: Sharing Our Stories
The Journal | April 2014
Anne Maggisano delivered the following speech on April 23, 2014 at the inaugural Women of Burgundy event, "Sharing Our Stories."...
The REAL Enemy of the Bond Investor
The Journal | March 2014
In my post, Statement Shock: Bonds in the Red, I discussed why bond prices drop when interest rates rise and why this shouldn’t matter much to investors with a...
KISS
The Journal | March 2014
Confucius wrote that life is really simple, but people insist on making it complicated. The investment business takes this truism to the extreme. What could be relatively simple is often...
Statement Shock: Bonds in the Red
The Journal | October 2013
There’s no shortage of fear mongering in the financial media these days about the looming bond bubble. The negative sentiment is not unfounded. The federal reserve has been running...
Beyond the Returns: Selecting a Money Manager (Part III)
The Journal | July 2013
In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the...