Bank of Canada’s Policies Make “Zero Sense:” Veronika Hirsch
Should investors sell in May and go away? Perhaps not if you hold U.S. stocks according to Veronika Hirsch, Portfolio Manager at Arrow Capital Management Inc. To read full article, click here
‘There are huge changes coming’: Fund manager plans for the post-Trump investing universe
It is yet to be seen whether Donald Trump’s election as President of the United States will change the world, but it has turned the investment landscape on its head. Almost everything that was working prior to the election stopped working, as there was a massive rotation out of defensive stocks, particularly interest rate-sensitives and precious metals. To view the full article, click here.
Turning deeper understanding into higher returns
What do Game of Thrones and investing have in common? A lot, if you ask the founders of Broadview Capital Management, which has been managing money for high-net-worth and accredited investors since 2009. Lee Matheson and Anthony Hammill cannily use pop culture—be it references to the popular fantasy show or samurai metaphors—to explain their philosophy and investment decisions in monthly letters. To view the full article, click here.
Canadian hedge funds are outperforming the market — while U.S. counterparts crash
Capricious markets have given nothing but headaches to investors the world over, but one group of financial wizards has made a virtue of all of this volatility: Canadian hedge fund managers. This country’s hedge funds have been strongly outperforming the broader market in the past year. The increased volatility has been embraced by managers, many of whom see their strategies perform better when the market is less predictable. To view […]