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.
The Inheritance Economy
The Journal | April 2026
Unpacking how the Bank of Mum and Dad has changed the way younger generations live. As tax season wraps up, many Canadians may have contributed to a First Home Savings...
2025 ESG Report
The Journal | April 2026
At Burgundy, ESG considerations are a natural extension of our long-term investment approach and are reflected in our investment priorities, including active engagement with portfolio companies and a...
The AI Reset
The Journal | March 2026
Market volatility has been elevated recently amid shifting economic conditions and evolving geopolitics. Beneath the surface, investors have also been reassessing parts of the technology space based o...
2025 in Review
The Journal | January 2026
Mathew Harrison, Head of Burgundy’s Private Client Group, sat down with Burgundy’s CIO Andrew Iu to reflect on a year shaped by tariff tensions, AI enthusiasm, surging gold...
Women & the Inheritance Economy
The Journal | October 2025
Many young people are doing everything "right": earning degrees, building careers, and working hard. Yet many still cannot buy a home or feel financially secure. Families are stepping in earlier...
From Burgundy's Bookshelf
The Journal | August 2025
At its core, investing is about people, and the best way to understand people is to listen to their stories. At Burgundy, we find stories everywhere—in conversations with clients,...
Inside the Health-Care System: Realities, Challenges, & Opportunities
The Journal | July 2025
What’s the true cost of care in Canada? In this candid conversation from Minerva’s latest Summit, Burgundy’s Rachel Davies speaks with two leading voices in Canadian medicine,...
Europe: Relic or Rising Opportunity?
The Journal | July 2025
With U.S. markets dominating headlines, it’s easy to overlook what’s happening across the Atlantic. At this year’s Burgundy Forum, Portfolio Manager Ken Broekaert shared why Europe,...