As clients have moved to increase their allocations to global equities and alternative assets in recent years, the question of whether to persist with recommending a Canadian home country bias in asset mix...
Update as of June 30, 2025: The proposed policy discussed below was ultimately removed from the "Big Beautiful Bill Act." Although the bill passed the House of Representatives, the Senate removed the revenge...
During his address in the Rose Garden on “Liberation Day,” Trump held up a placard with countries’ names down one side and the tariffs they would face thereafter. He stated these tariffs were...
Mark Twain nailed it when he wrote, “The man who doesn't read good books has no advantage over the man who can't read them.” Don’t we all aspire to reading texts that enrich...
Given the current heightened uncertainty for the Canadian economy and markets, we put some questions to senior investment professionals on the equity and fixed income teams: Jim Gilliland, Managing Principal, President & CEO...
We will remember 2024 for more than strong markets and the official canonization of Taylor Swift, as it marked the 30-year anniversary of the Leith Wheeler Canadian Equity Fund. It’s been a remarkable...
We recently wrote an article about the power of compounding which maps the arc of a successful long-term investment: allocate your capital, let it grow, grow on that growth, and before you know...
When friends or family ask me how to make money in the market, I offer three pieces of advice: On investing: Start early, contribute often, and stick to the plan through good markets...
A lot of ink has been spilled over the stranglehold that the “Magnificent 7” has over the S&P 500 index and for good reason: companies like Nvidia, Microsoft, Apple, Meta, Alphabet, and Amazon...
It’s been two years since our last one and the Leith Wheeler crew has curated another great Summer Reading List! We’ve included a handful of biographies, some great books on tech, as well...
On April 16, the Canadian federal government announced proposed changes to the inclusion rate for the calculation of capital gains tax and set a deadline of June 25, 2024 for the old rules...
It's time for our annual Outlook! See below, where Managing Principal, President & CEO Jim Gilliland provides a macro update and outlook, Principal, Portfolio Manager - Head of Global Equity Virginia Au speaks...
