News & Updates

Here are 11 things to remember when trying to generate competitive returns while protecting capital. In December 2009 I wrote that “we are in the business of investment and not speculation”. To be in the business of “investment” is to have a mindset that when purchasing shares on stock markets,... Read More

The danger is that US fiscal stimulus could fan inflation and lead to higher-than- expected interest rates We are in uncharted waters. Prices for sovereign, corporate and high-yield bonds and equities are at, or near, record levels thanks to the ultra-low policy interest rates and the massive quantitative- easing programs... Read More

Inflation has not been a concern of late for investors. But rising prices could become an issue once again given that the US economy is at full employment levels and still growing strongly. In considering the effect of inflation on equities, investors might find that holding global listed infrastructure securities... Read More

By Managing Director and CEO Kerr Neilson, and European Portfolio Managers Nik Dvornak and Clay Smolinski. The decision by the British people to withdraw from the European Union (EU) took markets by surprise. Yet, it did not occur in a vacuum.  Britain’s vote to leave the EU needs to be seen... Read More