Outlook 2020 – Canadian Equities
OutlookWe expect the Canadian economy to improve in 2021 as vaccines are distributed and individuals are both permitted and feel comfortable resuming a more normal life. Overall, Canadian consumer and...
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2021 Outlook – Real Assets: Infrastructure
Institutional interest in the sector is extremely strong and for good reason. Two infrastructure corporations held by ou...
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2021 Outlook – Real Assets: Real Estate
After a turbulent and somewhat difficult year for real estate equities, we believe the sector is poised for a rebound in...
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2021 Outlook – Fixed Income
A paradigm shiftFixed income markets are entering 2021 in uncharted territory. Unprecedented levels of manipulation by g...
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2021 Global Macro Outlook
The global equity market capitalization broke through US$100 trillion to all-time highs in December. Credit market...
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Part 3: The Case for Investing in Canada – World Leaders in Your Backyard
In Part 3 of “The Case for Investing in Canada – World Leaders in Your Backyard” I am excited to have Adam Staszewski, E...
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Part 2: The Case for Investing in Canada – World Leaders in Your Backyard
In Part One of, “The Case for Investing In Canada – World Leaders in Your Backyard”, Greg Cohen provided an interesting ...
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Are batteries running out of juice? Hydrogen and the problem of renewables intermittence/energy storage.
The global rush to reduce carbon emissions continues to accelerate. The power sector has not just been impacted, but it ...
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Part 1: The Case for Investing in Canada - World Leaders in Your Backyard
As Canadians, we appreciate that while our country is large geographically, in the context of the global economy, we are...
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Outcome of the U.S. Presidential Election – a Likely and not so Likely Scenario
The most likely outcome from the U.S. Presidential Election is a Biden presidency and Democratic sweep in both Congress ...
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Riding the Crazy Train to the End of the World as we Knew it
With the U.S. election less than a month away, we have truly entered the crazy season of U.S. politics. COVID-19 in the ...
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Dan's Perspective: Presidents, Duels, Portfolios
In a challenging year that has seen a global pandemic lead to economic hardship we haven’t experienced since the Great D...
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Cambridge Canadian Dividend Fund – What are you getting today?
To say we’ve been living in interesting times is an understatement. This past year has seen: • A global pandemic. ...
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Cambridge Semi-Annual Portfolio Manager Review and Outlook
This year has brought about the largest economic shock in modern history as well as the largest stimulus response in his...
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A New Additional Tier 1 (AT1) Security – Canadian Preferred Share Market Update
A New Type of Preferred Share Structure On July 15, 2020, Royal Bank of Canada (“Royal Bank”) held a roadshow to annou...
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