Portfolio Manager and Investment Advisor
BMO Nesbitt Burns
1501 av. McGill College
Bull & Bear: Tortoise or Hare? (Summer 2022)
In more turbulent markets, like we are experiencing today, are you inclined to be a tortoise or a hare? As suggested in my summer newsletter, “Bull and Bear: Tortoise or Hare? ” finding success in investing may be reminiscent of the old Aesop’s fable in which the slow-but-steady tortoise perseveres to beat the speedy-but-inconsistent hare. Building wealth takes time and inevitably involves enduring both ups and downs in the markets.
While it may be difficult to see beyond today, this period of market volatility and economic uncertainty will eventually pass. Continue to stay invested and maintain confidence that better days lie ahead. Please remember that I am here to assist. With the arrival of summer, may you find time to enjoy many leisurely pursuits for the longer days ahead.
Maintaining Our Balance (Spring 2022)
While there has been no shortage of news to test our resolve, for investors, taking a longer-term view reminds us that the markets have had remarkable resilience over time. This, despite volatile periods of uncertainty including credit and debt crises, recessions, changing policies by the central banks — and even war.
While not to diminish the significance of today’s situation, history has shown that every market period has challenges that make it difficult to assess future prospects. Einstein once suggested that progress is “like riding a bicycle. To keep your balance, you must keep moving.” We are hopeful for many brighter — and smoother — days ahead. Remember that we are here to assist.
The Indomitable Human Spirit (Winter 2022)
We may be reminded about the human capacity to advance through hardship with perseverance – a message that may be fitting when considering our investing perspectives as we look to the year ahead. As we look forward to 2022, hopefully we will all be able to move forward, perhaps a little bit more resilient.
We would like to take this opportunity to send our appreciation for your confidence in our services. Wishing you an abundance of health, happiness, hope and prosperity for the coming year.
Are you Checking Too Frequently? (Fall 2021)
According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day. However, frequent portfolio checking may be hazardous to your investing health. My autumn newsletter offers some perspectives on behavioural finance and its influence on decision making.
For 2021: Brighter Days Ahead (Winter 2021)
While the cooler months have brought a resurgence of the virus and new shutdowns, we shouldn’t overlook the potential for economic rebound.
As we look forward, remember that even the worst periods of retrenchment have been followed by new growth, economic expansion and progressing equity values. Moreover, as we have seen in 2020, equity markets don’t wait on the sidelines for recovery to happen.
The Unprecedented Speed of Change (Fall 2020)
As we continue to battle Covid-19, we find ourselves living through a period of extreme change. Investing requires shifting gears on a continuous basis to adapt for these changes, and that is why I am here to provide support.
Maintaining the Long View (Summer 2020)
Summer is usually the time for leisurely pursuits, but this year we face new challenges. In the near term, we are likely to see ongoing equity market volatility as economic data and earnings are expected to reflect the impact of the spring economic shutdowns. During these times, try and maintain a longer-term perspective.