Views & Insights
Drawing An Income

Drawing An Income

The Journal | June 2021

Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...

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Opportunity Knocks

Opportunity Knocks

The Journal | March 2021

Investment Analyst Irena Petkovic invites us into her first year at Burgundy, which happened to coincide with the year of COVID-19. In this exploratory piece, Irena delves into the world...

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So You Want to Hold a Family Meeting?

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...

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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...

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Minerva: the Women of Burgundy Magazine, Issue 3

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....

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Pandemic Pricing: Assessing Value During COVID-19

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...

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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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Ships that Sail Best in a Light Wind

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...

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Minerva: the Women of Burgundy Magazine, Issue 2

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...

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