Market Outlook 2015 (Money Sense)

If you’ve bought any stocks this year, you’ve probably noticed that it’s a bit of an odd time to be an investor. For most of 2014, Canada’s market did well—between January and September our main market index, the S&P/TSX Composite, was up by nearly 15%. But it’s been another story since then.

Growth vs. Value

Among investors, there has been a perennial debate between those who adhere to Value, and those guided by Growth. As staunch believers in the former, we have opined on the topic several times in the past.

Lauren Wright

Lauren Wright

Lauren joined Sionna as Controller in October 2014. Prior to joining the firm, she spent almost five years at CW Partners LLP in their Assurance and Tax practice, most recently as a Manager. Lauren earned her Honours Bachelor of Business Administration from Wilfrid Laurier University, where she graduated with distinction. She received her chartered professional accountant designation in 2012. Lauren earned a CFA Institute Investment Foundations certificate in 2016 and is Co-Chair of the Portfolio Management Association of Canada Operation Heads’ Finance Focused Network.

 

 

 

 

 

 

A Common Sense Path to Investment Success: Kim Shannon

Kim Shannon
President & CIO

Risk: Control What You Can and Manage What You Can’t

In the world of finance, risk is often defined as beta or standard deviation, both of which measure the volatility of the price of a stock.

Canadian Oil – Unwanted and Stranded

There is a lot of talk these days about the fate of Canadian oil. Specifically, there is much discussion surrounding two questions - does the U.S. still need Canadian oil and even if Americans need Canadian oil, is it stranded?

A New Mantra for Money Managers: Think Small (The Globe and Mail)

Sionna is an inspiring story for the up and comers, not only because of its success, but how it got there.

Value Thoughts to Ponder in an Emerging Global Credit Crunch

Sub-prime resets (mortgages that were initially sold with low “teaser” rates, after a set period of time then rise to market levels, leading in some cases to significantly higher monthly payments) will remain high until March 2008, and then defaults will set in a few months later as it takes time for borrowers to finally throw in the towel. We suspect that the magnitude of global credit problems will be better known by June 2008. We believe it is prudent and cautious to modestly underweight financial services and banks until the full magnitude of the challenge is better understood.