Market Insights

Opportunities for long bond investors

Federal Reserve Chairman Ben Bernanke continues to stand against allowing the U.S. economy to enter a period of deflation, an economic condition he believes would spell long-lasting financial hardship for Americans. His solution — the centrepiece of a monetary control philosophy often referred to as the Bernanke Doctrine — is to open the valves of the U.S. money supply and let the dollars flow into the economy. The availability of so much cheap money, the theory goes, would stimulate spending in all corners and give the economy a much-needed nudge towards a renewed era of sustained growth.

By Murray Belzberg |February 1, 2011

3 min read

Long bond investors see opportunities

Federal Reserve Chairman Ben Bernanke continues to stand against allowing the U.S. economy to enter a period of deflation, an economic condition he believes would spell long-lasting financial hardship for Americans. His solution — the centrepiece of a monetary control philosophy often referred to as the Bernanke Doctrine — is to open the valves of the U.S. money supply and let the dollars flow into the economy. The availability of so much cheap money, the theory goes, would stimulate spending in all corners and give the economy a much-needed nudge towards a renewed era of sustained growth.

By Murray Belzberg |February 1, 2011

3 min read

Segregated funds offer protection

Financial advisors must make investment decisions for their clients based on whatever information is available at that moment, not unlike the physician who must make a diagnosis with limited information about his patient’s condition. The best advisors ask lots of questions and keep copious notes. Most advisors rely on the standard financial planning dictum of […]

By Rod Tyler |February 1, 2011

5 min read

Keep emotion in check, portfolio balanced

In at the top, out at the bottom, the stock market is an expensive place to get to know yourself. J. Matthew Beckerleg, partner and portfolio manager at Pembroke Management Ltd., says investors should remove emotion from the process.

By Vikram Barhat |January 28, 2011

5 min read