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.
Active Management vs. Passive Investing: A Fixed Income Perspective
The Journal | December 2020
When comparing the debt markets to the S&P 500 Index, famed financial journalist James Grant called them “illiquid and inefficient,” adding that it’s “part of their charm.” While...
A Rock Bottom Price
The View | November 2020
A recent bid on Rocky Mountain Equipment inspires this latest View from Burgundy. With an eye on Western Canada’s agricultural equipment environment, Portfolio Manager Andrew Iu, Canadian small cap...
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...
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...