Geek Level:Read Time:The traditional 60/40 balanced portfolio is no stranger to coming [...]
Geek Level:Read Time:The traditional 60/40 balanced portfolio is no stranger to coming [...]
Geek Level:Read Time:In Part 1 of this blog series, we illustrated how applying [...]
Geek Level:Read Time:My previous posts on volatility have covered what volatility is, [...]
Geek Level:Read Time:We begin our discussion with a story to help us [...]
Geek Level:Read Time:In Part 1 of our blog series, Understanding Risk, I [...]
Geek Level:Read Time:In the previous installment of our volatility series, I explained [...]
Geek Level:Read Time:Over the past couple of months, investors of all types [...]
Geek Level:Read Time:The COVID-19 pandemic is a historic event that has galvanized [...]
In this issue of Invested, we discuss Viewpoint's recent contribution to the Haskayne School of Business, how utilizing a judicious amount of leverage can help investors diversify their portfolio without sacrificing return expectations, and why some demographic trends are causing concern in long-term forecasts.
In this issue of Invested, we discuss how purposefully-built investment strategies can protect against behavioural biases, why noisy data can lead to incorrect judgement, how the nefarious collider bias exists within investing, and China's recent decision to ban Bitcoin (again).
In this issue of Invested, we discuss Harvard University's decision to divest from oil and gas, how panic selling could be detrimental, Creative Destruction Lab - Rockies, Anscombe's Quartet and why it is significant for analyzing data, and whether this current inflationary period is transitory.
In this issue of Invested, we discuss why old school funds might have trouble implementing a quant team, the rise of malicious 'greenwashing' practices, why the study of financial diversification is not yet a 'closed book', the impacts of youth disillusionment, and Afghanistan's untapped goldmine of mineral resources.
In this issue of Invested, we discuss the effect of equity market valuations on predicting returns, the asymmetric behaviour of humans regarding upside and downside financial risk, and the political ramifications of the recent uptick in Canada's Consumer Price Index.
In this issue of Invested, we discuss why investors should be paying close attention to inflation, whether or not you should hold government bonds in your investment portfolio, and the importance of Calgary's IMPACT Society and their Heroes program. Additionally, we explore the question, "Is it more beneficial to invest in infrastructure or innovation?"
In this issue of Invested, we discuss potential dangers of Canada's collective investment in real estate, the Dunning-Kruger effect, and the impact of interest rates on bond returns. We also answer the question, "Do equity valuations matter anymore?"
In this issue of Invested, we discuss Homo economicus and evolutionary finance, the effects of commodities on the non-commodity sector, and Momentum's Tech Plus program. We also explore the question, "Should you be wary of ESG investing and, if so, what should you look out for?"
In this issue of Invested, we discuss the future of Canada's energy sector, the "enhanced interrogation" and subsequent misinterpretation of data, and the possibility that Bitcoin may be the key to a clean energy future. We also answer the question, "Is the Bitcoin carry-trade really broken?"
In this issue of Invested, we discuss the importance of supporting family enterprises, a surprising silver lining to higher interest rates, and how you can construct your portfolio to harness a larger diversification premium. We also answer the question, "Why do people hate inflation?"
In this issue of Invested, we discuss whether the recent uptick in inflation is transitory (or not), a bold plan for the global energy sector to reach net zero by 2050, and the return to traditional ESG investing. We also answer the question, "What can we learn from split-brain patients about the fallacy of narrative?"
In this issue of Invested, we explore the environmental footprint of mining Bitcoin, an impending global oil supply crisis, the potential pitfalls of basing your investment decisions on the narratives of market participants, and the structural complexities of financial markets. We also discuss an important initiative coming up in June: The Buddy Up Campaign!
In this issue of Invested, we discuss how Canada's new climate strategy might not be the death sentence for Alberta's oil and gas sector that it seems, how the ever-growing global wealth gap is being exacerbated by COVID-19, and why Special Purpose Acquisition Companies (SPACs) may not be the diversification tool you're looking for. We also answer the questions, "Has the Yale Endowment Model become outdated?" and "Are ESG-focused investment strategies really as beneficial as they seem?"
In this issue of Invested, we discuss Calgary’s Mental Health and Addiction Community Strategy, the implosion of Archegos, Canada's lockdown debt, biases in artificial intelligence, and the potential future of global oil demand.
In this issue of Invested, we discuss the attributes that make great thinkers, Canada's housing boom, and some potential drawbacks of factor investing. We also answer the questions, "Why didn't you buy Amazon in 1999?" and "What are target-date investment funds?"
In this issue of Invested, we discuss global trends in productivity, explore optimal position sizing for your investment portfolio, and reflect back on the last year with COVID-19. We also answer the question, "What is the Kelly Criterion?"
In this issue of Invested, we discuss the effects of the pandemic on the housing market, the benefits of adding ETFs to your portfolio, and Calgary's own Studio Bell and the National Music Centre. We also answer the questions, "What does the recent yield spike mean for investors?", "Should you trust a backtest?", and "How does Canada's pension model measure up?"
In this issue of Invested, we discuss why a plain stock/bond portfolio might not cut it in the current market environment, the trend of uncertainty in markets and society, the impacts of an increasing global debt, and the tech industry in Alberta. We also explore the question, "Should investors hold crypto currencies in their portfolios?"
In this issue of Invested, we discuss the mechanics of short selling, the impact of technology and democratization of information on the stock market, and advancements in natural language processing and its effect on financial markets. We also explore foreign direct investment in Canada and the value of bonds in your investment portfolio.
In this issue of Invested, we discuss a pitfall of investing in cryptocurrencies, why it's important to stick with a systematic approach when investing, and the significance of "Nordicity" in the American political sphere. We also provide insight into the Canadian Centre for Advanced Leadership in Business (CCAL) and answer the question, "What is Data Charlatanism?"
In this issue of Invested, we discuss five critical considerations for Alberta's future, the growth in the global supply of money, the effect of the news on behavioural biases, and the relationship between fake news and artificial intelligence. We also answer the questions, "What is the zero lower bound?" and "Does Bitcoin have a place in investor portfolios?"
In this issue of Invested, we discuss the complexities of investing with Robinhood, the concept of inflation, some similarities and differences between Trump and Biden's foreign policies, and the benefits of utilizing leverage in your investment portfolio. We also answer the question: "What is recursion?"
In this issue of Invested, we explore building your investment portfolio like a soccer team, quant investing, a work-from-home tax, and the Sharpe ratio. We also introduce you to a new monthly segment: INVESTED in Community.
In this issue of Invested, we explore the future prosperity of Alberta, the benefits of hiring a trader versus executing trades in-house, Monte Carlo simulations, value stocks versus growth stocks, the influence of the government on financial markets, and the Market Incentive Loop.
In this issue of Invested, we discuss the current fiscal situation in Canada, Simpson's Paradox, why investing in solely the domestic stock market can be detrimental, how diversification can benefit your portfolio, and the reasons to own bonds.
We are pleased to announce the launch of our newsletter. Invested will bring you thought-provoking, curated content (along with our synthesis) on the latest and greatest from around the world. The content will be aligned with Mac’s focus areas and will also include insights from the VIP team on portfolio management, the investment business, capital stewardship, data science, and technology.
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