Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Key takeaways:
Emblem Portfolios - Global: Increase Canadian, US, International equities; decrease cash, bonds.
Tactical Update - May 21, 2021
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Key points:
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From the Desk of Ashley Misquitta and David Mann: In this recent article, the portfolio managers discuss the evolution of sustainable investing and its growing popularity among investors. Ashley and David also share how they incorporate ESG factors into their investment process.
Since the beginning of November 2020, we’ve seen the outperformance of small cap companies in relation to larger corporations by nearly eight percentage points. Spurred initially by the announcement of the COVID-19 vaccination and distribution plans across the country, momentum continued through the end of the year.
Geoff Johnston shares the message behind the recent rise in bond yields in this Off the Cuff video.
Key takeaways:
Increased International equities, decreased US equities.
Tactical Update - January 25, 2021
European markets have materially lagged US equities over the past year due to multiple reasons including index composition and Brexit uncertainties. This has resulted in Europe trading at a near record discount to the US. Given its cyclical nature, the Japanese market has performed well but continues to provide exposure to a rebounding global economy.
