Richard Rooney, President and Chief Investment Officer, explores Burgundy’s investment approach as he discusses the current economic environment and meditates on the motivations behind the central bank’s monetary policy. Head of Private Client Group, Mathew Harrison, hosts this exploration into Burgundy’s investment approach.
Highlights of the session include:
- 01:21: Recessionary triggers and the current economic environment
- 07:05: U.S.-China trade war uncertainties
- 08:49: Canadian federal election and the Canadian Energy sector
- 12:17: Performance of Burgundy’s quality-value approach
- 14:19: Expectations for the future
- 16:36: Importance of bonds in a balanced portfolio
For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.
Richard Rooney, FCPA, FCA, CFA
President, Chief Investment Officer
Vice President, Head of Private Client Group
This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.
