Justin G. Charbonneau

Decorative pattern

Best bets in a low rate environment

Just how low can bond yields go? In my opinion, rates will stay low for some time yet. Government bond yields will continue to tread water, while corporate bond yields will go even lower.

By Justin G. Charbonneau |December 18, 2012

2 min read

Decorative pattern

Is the commodity bull run over?

Commodity bull markets last about 16 years with a rise of 200% peak to trough. We're now 13 years in.

By Justin G. Charbonneau |November 1, 2012

3 min read

Decorative pattern

Is Canada headed for a U.S.-style meltdown?

As a result of low yields, benign inflation, and an overvalued Canadian dollar, current conditions involving a slow growth world are conducive to more defensive risk-reward opportunities.

By Justin G. Charbonneau |September 6, 2012

3 min read

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