Are we there yet?

The year 2022 is shaping up to be one that many investors would like to forget, given the volatility and negative performance of equity and fixed income markets. With the declines witnessed to date, many investors are asking, “Are we there yet?”.

Kim Shannon Says Value Stocks are Finally Getting the Love They Deserve (The Globe & Mail; Report on Business Magazine)

Sionna’s Founder and Co-CIO, Kim Shannon, discusses our conviction in the value style of investing, Sionna's recent outperformance and highlights a few value opportunities in today’s market.

Current Inflation Rates and P/E Multiples Appear Out of Sync with History

Kim Shannon discusses historical inflation and P/E multiples compared to those we are seeing today.

Liujian Tang

Liujian Tang

Liujian joined Sionna in 2022 and is an Associate, Portfolio Operations and Junior Trader. He first joined the industry in 2017, and prior to joining Sionna was an Analyst at TD Asset Management. Liujian earned his Master’s degree in Finance from McMaster University, holds the Certified Financial Risk Manager (FRM®) designation and is a CFA® charterholder.   

 

Regime Change

Recent actions in the global financial and economic landscape suggest that a regime change may be upon us. Today’s change centers around inflation and interest rates but could also be extended to wider issues such as deglobalization and decarbonization. The focus of this piece will be on regime change as it pertains to financial markets.

The TSX Should Outperform U.S. and Global Markets (BNN Bloomberg)

The TSX Should Outperform U.S. and Global Markets (BNN Bloomberg)

Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer

ESG 1.0 Evolving to ESG 2.0?

Portfolio Manager, Aleksy Wojcik, discusses how the recent events surrounding the Russia/Ukraine conflict may be shifting the mindsets of global policy makers from an idealistic approach (ESG 1.0) to a realistic approach (ESG 2.0) that will better serve the global community.

Sionna’s Non-Domestic Strategies (Sionna’s 2022 Market Review)

Sionna’s Non-Domestic Strategies (Sionna’s 2022 Market Review)

Stephen Jenkins, CFA
Co-CIO

Value Opportunity has Risen in Canadian Banks (BNN Bloomberg)

Value Opportunity has Risen in Canadian Banks (BNN Bloomberg)

Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer

When is Enough Enough?

When there is an unusual amount of uncertainty and nervousness in the market, there is a tendency to reach for more – more data, more analysis, more answers. But having more is neither efficient nor effective. Time is a finite resource. And more information does not necessarily equate to better decisions. We cannot model every scenario, let alone every risk. One must determine the most relevant and important information, manage the most detrimental risks, and move forward cautiously.