It’s been nearly a decade since I started speaking to fund managers on a regular basis. While each conversation is about something different—a sector to invest in, a stock to explore, an economic issue to pay attention to—one comment has come up time and time again: “Markets hate uncertainty.” It’s
The previous week had been a tumultuous one for the markets. Amazon’s shares dropped more than $100 as President Trump had declared war on the retail giant. Facebook is being investigated for privacy breaches in several countries. But that aside, market investors are most concerned with the enveloping trade-wars started
The rapidly escalating trade dispute between the U.S. and China is taking its toll on equity investors around the globe. Following U.S. President Donald Trump’s imposition of up to US$60 billion in tariffs on Chinese goods, Beijing quickly responded with a 25 per cent levy on imports of U.S.-made goods.
For many years the question of whether the size of a hedge fund affects its returns has been hotly debated. Although there is ample evidence that a few legendary funds are able to manage billions of dollars and consistently deliver outsized returns to investors over the long term (especially on
Notwithstanding the protestations of anyone who believes that surfing the Internet is a proxy for actual learning, the real world is not teachable in 140 character increments. Therefore, I generally recommend to people who genuinely want to learn about the investing and capital markets that they embark on a program
The economy shrank by 0.3 per cent in May, the second consecutive monthly decline, with slumps in mining, and oil and gas production leading the downturn, according to a report by Statistics Canada. The agency says the shrinkage comes on the heels of a stagnant April. The last rise in