Views & Insights

CATEGORY: Global investing

China: How Our Investment Approach Travels

China: How Our Investment Approach Travels

The Journal | August 2021

While opinions about China vary, one thing is certain – there is a lot of change taking place there. Now the world’s second-largest stock market, China has experienced a booming...

Finding A Needle In A Haystack

Finding A Needle In A Haystack

The Journal | July 2021

Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...

Are We In For A Wave of Inflation?

Are We In For A Wave of Inflation?

The Journal | November 2020

To cap off our series on fixed income in a low interest rate environment, Portfolio Manager James Arnold evaluates the likelihood of runaway inflation and explores the case for continued...

Valuations Still Matter

Valuations Still Matter

The Journal | November 2020

In this conversation, Doug Winslow, Vice President and Portfolio Manager of U.S. equities, looks back at what has been a roller coaster of a year so far. Alongside Vice...

Is Japan Our Future?

Is Japan Our Future?

The Journal | October 2020

On the heels of the Asian Financial Crisis that gripped much of the continent, Burgundy ventured into uncharted waters, launching its first strategy outside North America: Japan. After more than 20...

Looking Back at Tech

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...

Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets

Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets

Minerva | July 2020

Here's What Happened The stock market crash in early 2020 was unparalleled in history due to the pace of price declines, the speed and breadth of monetary and fiscal policy responses,...

Minerva: the Women of Burgundy Magazine, Issue 3

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....

In Volatile Times

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...

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