Chaque samedi, un financier répond à nos questions. Il donne sa lecture des marchés, offre son point de vue sur la Bourse et lance quelques conseils d'investissement. Cette semaine, Kim Shannon, chef des placements chez Sionna Investments.
After 30 years of falling interest rates, investors have become fixated on the potential impacts that rising rates and the end of quantitative easing will have on the economic recovery and the stock market. Today’s investing environment is unquestionably unique which explains the concerns.
Chaque samedi, un financier répond à nos questions. Il donne sa lecture des marchés, offre son point de vue sur la Bourse et lance quelques conseils d'investissement. Cette semaine, Kim Shannon, chef des placements chez Sionna Investments.
Warren Buffett has often addressed the issue of his acquisition criteria in the Berkshire Hathaway annual letter to shareholders.
Since the year 2000, China has become an increasingly important part of the global economy. The impact that it has had is astounding.
Sionna has some new insights into sideways markets we want to share. In Chart 1, shown below, the green periods represent bull phases and the white periods highlight sideways/bear phases.
One theme that we continue to see in the Canadian equity market today is
a willingness to “stretch for yield.” Investors are so desperate to find
income-producing investments that they are prepared to pay an elevated price
for that yield.
Sionna’s disciplined investment process focuses on the key qualities of a business: competitive advantages, financial strength, quality of management and valuation, among others. Examining quality of management can be difficult to do, because there are so many intangible aspects to it.
By Bryan Borzykowski, photographs by Daniel Ehrenworth – So 2013 could be a rocky year? Fantastic. Four of the country’s top fund managers say that’s exactly the environment that offers up the opportunities of a lifetime.
By Bryan Borzykowski – Four years after the worldwide stock market crash, fixed income still rules. The vast majority of investment money continues to flow into supposedly crash-proof bond funds.