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Probing Passive, Part II: How to Win in Active Management

Institutional Perspectives

November 14, 2021 | Institutional Perspectives | 8 min read

Probing Passive, Part II: How to Win in Active Management

In Part I of this series, we reviewed the rise of passive investing and flagged some unintended consequences that have resulted. In Part II, we review recent financial literature which queries the robustness of the 20th century research which became ‘conventional wisdom’ about active vs passive management and importantly, to what extent it...

Probing Passive, Part I: Panacea or Problematic?

Institutional Perspectives

November 13, 2021 | Institutional Perspectives | 8 min read

Probing Passive, Part I: Panacea or Problematic?

The story of passive investing is one of consequences, both intended and unintended. This two-part series aims to shed light on both, and to highlight the benefits and costs that these instruments carry. We’ll start in British-ruled India in a city overrun with snakes.Cobras, cobras, everywhere… As the story goes, for reasons unknown...

Investing vs Speculating

Quiet Counsel

August 16, 2021 | Quiet Counsel | 9 min read

Investing vs Speculating

I have a confession to make: in 2014, after holding on for five years, I sold my remaining Blackberry shares for C$10.32 per share, for a loss of almost 90%. This incident was thankfully) relatively isolated and involved a small amount of money I could afford to lose but it was also a...

Four Ways of Charitable Giving

Planning Matters

August 15, 2021 | Planning Matters | 7 min read

Four Ways of Charitable Giving

In the words of steel baron and progressive philanthropist, Andrew Carnegie, “it is more difficult to give money away intelligently than to earn it in the first place”.People support charities for a variety of reasons, with the types of charities and the amount and frequency of gifts dependent on each person’s financial and...

Investing from Page 16

Quiet Counsel

May 16, 2021 | Quiet Counsel | 9 min read

Investing from Page 16

When I was first learning to be a stock analyst, one of the key pieces of advice I receivedwas to read several papers, cover to cover, every day. While this may seem like a lot,there was wisdom buried (quite literally) in this advice. The general benefit is knowledge of themes and trends occurring...

Value is Back

Institutional Perspectives

May 15, 2021 | Institutional Perspectives | 7 min read

Value is Back

In the eye of the storm in June 2020, we published a piece on value investing. Titled “Has Value Had Its Last Dance?”, the article asked if value’s best days were behind it. Like the storied Chicago Bulls in Michael Jordan’s final year, were the good times gone? Was value dead?It’s pretty typical...

How to Protect Yourself from a Cyber Breach this Pandemic

Planning Matters

May 15, 2021 | Planning Matters | 6 min read

How to Protect Yourself from a Cyber Breach this Pandemic

A common tactic of the hacker is to create a sense of urgency, to get people to react to their message without pausing to question what’s being asked of them. A pandemic provides a built-in sense of that urgency, so the past year has unfortunately created many new opportunities for those seeking malicious...

A Return to Normalcy?

Quiet Counsel

February 16, 2021 | Quiet Counsel | 9 min read

A Return to Normalcy?

“It’s hard to make predictions, especially about the future.” Never in our lifetimes has Yogi Berra’s proverb seemed more appropriate than in the current environment of uncertainty. While we don’t try to predict the future, given recent market strength, it’s worth doing a sanity check. Investors selling their stock in the March 202...

Diffusing Inflation Fears

Institutional Perspectives

February 15, 2021 | Institutional Perspectives | 5 min read

Diffusing Inflation Fears

Milton Friedman famously said that “Inflation is always and everywhere a monetary phenomenon.” As central banks and governments have implemented record level s of government spending and money creation to counterbalance the economic impact of the global pandemic, some market watchers are wondering if we should heed that warning, worrying that rising government...

Who is Your Trusted Contact Person?

Planning Matters

February 15, 2021 | Planning Matters | 7 min read

Who is Your Trusted Contact Person?

In this edition of Planning Matters, we introduce the Trusted Contact Person, an ally to you and your portfolio manager, and someone who can help protect your interests. As portfolio managers, we have more than the performance of your portfolio on our minds. We are in a fiduciary relationship with you, which means...

Lifting the Fog on ESG

Quiet Counsel

November 16, 2020 | Quiet Counsel | 8 min read

Lifting the Fog on ESG

Over the last 15 years, responsible investing has grown dramatically in size and scope, with signatories to the Principles for Responsible Investing (PRI) surging past 3,000 and representing over US$100 trillion in assets under management. With the explosion in environmental, social and governance (ESG) investing, many new strategies have emerged to meet the...

What’s in Your ESG?

Institutional Perspectives

November 15, 2020 | Institutional Perspectives | 8 min read

What’s in Your ESG?

Over the last 15 years, responsible investing has grown dramatically in size and scope. Investors’ attention has widened beyond ethical and moral issues to include a range of environmental, social and governance (ESG) factors and signatories to the Principles for Responsible Investing (PRI) have surged to over 3,000, representing over US$100 trillion in...

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Archives

Quiet Counsel

  • Jan 2024 Outlook 2024: Threading the Needle
  • Nov 2023 One Metric to Rule Them All: The Power of ROE
  • Aug 2023 Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023
  • May 2023 An Ode to Boring: Canadian Banks circa 2023
  • Feb 2023 Outlook 2023, Part II Recession, Bonds, and Equity Markets
  • Feb 2023 Outlook 2023, Part I Inflation
  • Nov 2022 In Search of Economic Moats
  • Aug 2022 Investing in Canada: Are We Just Banks and Rocks?
  • May 2022 Pros and Cons of Private Asset Investing
  • Feb 2022 Zig When They Zag: Four Consensus Views to Reject in 2022
  • Nov 2021 Transitory Inflation And Looking Beyond The Headlines
  • Aug 2021 Investing Vs Speculating
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Planning Matters

  • Jan 2024 Foiling Fraudsters
  • Nov 2023 Investing in Your Health Through the Six Pillars of Lifestyle Medicine
  • Aug 2023 Understanding Proposed Changes to Taxation of Charitable Giving
  • May 2023 Using A Flow Analysis In Estate Planning
  • Feb 2023 The Softer Side of Retirement
  • Nov 2022 Getting a Head Start on Your 2022 Personal Tax Roundup
  • Aug 2022 Conversations for Generational Wealth Transfer
  • May 2022 Choosing One Of Your Adult Children As Your RRSP/RRIF/TFSA Beneficiary? Think-and Act-Carefully
  • Feb 2022 Insurance Considerations For 2022
  • Nov 2021 Things To Consider When Deciding When To Take CPP And OAS
  • Aug 2021 Four Ways of Charitable Giving
  • May 2021 How To Protect Yourself From A Cyber Breach This Pandemic
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Leith Wheeler
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