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February 13, 2014 | Investment Themes
Over the long-run, investors must successfully manage key risks, including capital risk, reinvestment rate risk, and inflation risk. Years of disinflation coupled with very low market expectations for future inflation have lulled many into a false sense of security that inflation can’t happen …
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All AudiencesJanuary 06, 2014 | Investment Themes
Short-term news may drive day-to-day market volatility, but over time the long-term trends ultimately matter. In this post, we examine the long-term trends that most investors are not focusing on today, and the potential risks and opportunities that lie ahead for those most affected – the Boomers …
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All AudiencesNovember 29, 2013 | Investment Themes
Since the start of the current recovery, we have made the case that the economy would grow at a slower pace compared to most other expansions in recent memory. The consumer factored prominently in this outlook as they embarked on a long overdue period of balance sheet repair. Corporations would …
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All AudiencesNovember 29, 2013 | Investment Themes
While Canada is known internationally as a natural resource and global export powerhouse, it is the Canadian consumer who makes up the largest component of the economy at 57% of GDP. Could the consumer’s steady contribution to economic growth be set to change in the years ahead? Let’s Dig into …
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All AudiencesOctober 11, 2013 | Market Commentary
Recent times have drawn concerns about student loan debt and rising delinquencies. Anecdotes of unfortunate individuals struggling financially to cope with massive student loans raise fears of broader risks to the US economy and financial markets. Phrases like “soaring debt” instantly revive …
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All AudiencesAugust 08, 2013 | Investment Themes
The great innovations of this world – those that have not only made our lives more convenient, but have also had significant impacts on productivity and growth of the economy – include the light bulb, the telephone, the automobile, the assembly line, the plane, the computer and the Internet. The …
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