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.
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...
Expecting the Unexpected
The Journal | February 2020
"It’s 6:30 in the morning and I’m checking my inbox for the first time. It’s early. It’s also earnings season, when most public companies are releasing their...
Creating a Culture of Responsibility
The Journal | December 2019
Richard Rooney, President and CIO, shares his thoughts on how Burgundy’s culture has enabled its sustained success and discusses the Investment Team’s approach to collaboration and accountability...
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...
Hot or Not?
The Journal | July 2019
In September 2008, Slumdog Millionaire won the People’s Choice Award at the Toronto International Film Festival (TIFF). The movie follows 18-year-old Jamal from the Juhu slums in Mumbai to his...
Naïve Optimism
The Journal | June 2019
This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of thought. K...
$13 Trillion and Rising
The Journal | April 2019
In recent months, the financial media has been preoccupied with debt. We understand the attention. A little over a decade ago, high levels of American household debt were a catalyst...