It’s December, which means that fund investors in taxable accounts will be turning their focus to upcoming distributions. To help decipher what that means in general – as well as for Leith Wheeler...
Say you’re new onto a foundation board and tasked with reviewing the investment portfolio. You’re knowledgeable about many topics – that’s why they recruited you! – but as it turns out, the capital...
On September 29, 2020, we hosted our first virtual Institutional Investor Forum for clients in which Institutional Portfolio Managers Perry Teperson and Lisa Meger addressed the question, “Is Value Dead?” We are pleased...
In this article published in the current edition of the Journal of Aboriginal Management, Vice President & Portfolio Manager Michael Job provides insights about market drivers, long-term thinking, avoiding your innate biases, learning...
While there can be a lot of confusion surrounding environmental, social, and governance (ESG) focused investment by asset managers, these priorities have always been a part of our process at Leith Wheeler, whether...
On June 24, the rating agency Fitch downgraded Canada’s long-term debt rating from AAA to AA+, citing a deterioration in government finances due to fiscal policy in response to the coronavirus pandemic. The...
On June 11, 2020 we moved our annual Client Outlook event online. The agenda for the event was as follows: Jim Gilliland – President, CEO & Head of Fixed Income: 2020 Reflection and...
We’ve written at length of late about the crucial role that fiscal and monetary policy will play in helping the global economy recover, and avoid a repeat of the Great Depression. With the...
As the extraordinary first quarter of 2020 drew to a close, we sat down with Jim Gilliland, our President, CEO, & Head of Fixed Income, to get his views on bear markets, recessions...
Given the disruptions caused by the COVID-19 coronavirus pandemic, the BC Securities Commission has granted extensions to the filing deadlines for mandated disclosures by BC-based money managers like Leith Wheeler. We’ve listed the...
Supporting the guidance from our government, Leith Wheeler staff across Canada have been working effectively on a remote basis since last week. While our offices themselves remain accessible, we continue to conduct business...
Who would have imagined, three short months ago, that our day-to-day lives could change so dramatically? We’ve gone from a world where the economy was humming and we were freely travelling, going to...
