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.
Investing In A Low Interest Rate Environment
The Journal | November 2020
With yields on fixed income portfolios near all-time lows, COVID-19 has added to the investment challenges facing many individual investors and organizations. Investment Counsellor Philip Doyle and...
Why Bonds?
The Journal | November 2020
In today’s environment of low interest rates, Portfolio Manager James Arnold tackles the million-dollar question in fixed income by breaking down the fundamental reasons for why investors should own...
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?
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
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...
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....
Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets
Minerva | July 2020
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, and the immediate...
Minerva Issue 3: Building Economic and Cultural Resiliency
Minerva | July 2020
On August 19, 2019, over 180 chief executives of many of America’s largest companies issued a statement challenging the concept of business as we know it. The prevailing view of the last 50...