With economic policy and solutions changing rapidly around the world, our Chief Strategist John Johnston breaks down what is going on and what we should be thinking about (updated as of March 22, 2020). Key Points Covid-19 is a massive economic and financial shock that has caused a deep recession to begin. It is likely … Continue reading Covid-19: Policymakers Rising to the Challenge
As things unfold, we want to keep you all up to date as to what we are thinking, how we are acting and what this might mean for investors over both the short and long term. Click the link below for another engaging video between Davis Rea's CEO, John O'Connell and Mark Bunting. We appreciate … Continue reading Covid 19 Market Update: What Would You Do?
John O'Connell, our Chairman and CEO, sat down with Mark Bunting to record this brief video about what we think about the current market issues and what is unfolding around the world. While a pandemic affecting the global economy isn't usually the regular topic of discussion, you'll notice that many philosophies remain steady and reflect … Continue reading Covid-19 Market Update: Uncommon Sense Amid A Panic
The recent news of the SARS-like virus originating from China is rapidly becoming front-page news. Given Canadian demographics, it seems reasonable to expect a growing awareness of the problem. By the time you read this, the virus will likely have killed a bit less than 3% of its subjects. Its victims are mostly elderly souls … Continue reading The Coronavirus: Putting It Into Perspective & Economic Impact
As the Bank of Canada announced yesterday that it will maintain its overnight rate, our Chief Strategist John Johnston gives an overview of key implications that are important for investors. Overview The Bank of Canada (BoC) left the overnight rate steady at 1.75%, but is leaning slightly more toward lower rates than higher rates. It … Continue reading Bank Of Canada Interest Rate Announcement & Monetary Policy Report: Key Implications
In the wake of the 2019 Canadian federal election, our Chief Strategist John Johnston gives an overview of key implications and policy issues that are important for investors. Overview The election has resulted in a Liberal minority government - likely with NDP support - that should be stable enough to last at least two years. Fiscal policy is expected to remain relatively prudent. More federal deficits lie ahead, … Continue reading Canada’s Federal Election 2019: Key Implications
Ahead of the 2019 Canadian federal election, our Chief Strategist John Johnston gives an overview of potential election outcomes and key policy issues that are important for investors. Key Points The election is too close to call. Wide range of potential outcomes: Liberal or Conservative majority or minority governments. Canada has a long history of … Continue reading Canada’s Federal Election 2019: Potential Outcomes And Key Policy Issues
We agree with Warren Buffett, banks are great investments. So why are people so pessimistic? Warren Buffett, who is probably the most successful long-term investor, says banks are great because they are “very good investments at sensible prices… and they are cheaper than other businesses that are also good businesses, by some margin.” He’s put … Continue reading Bank Stocks: Don’t Lose Sight Of Where The Value Lies
Markets have exhibited a great deal of volatility over the last two months. It has not been uncommon for markets to fall by 400 points one day, and to rebound by the same amount the next. There are various explanations for these violent swings, ranging from trade war concerns to recession worries that are mostly … Continue reading August Update, 2019: Summer Market Commentary
The trade war between the U.S. and China is on everyone’s radar but how important is it, really? Let’s be clear, in trade both parties should enjoy benefits and in war, there are no winners. So, in this war who is the biggest loser? Let’s look at the facts: The U.S. economy is roughly a … Continue reading Who’s The Biggest Loser In The U.S. And China Trade War?