Insights

Insights

December 07, 2018 - Articles
Markets have seen increased volatility in 2018, and have been trending lower over the past several weeks. Year-to-date, the U.S. S&P 500 Index has returned 2.67%, and the Canadian S&P/TSX -5.33%,...
November 02, 2018 - Articles
We believe in the power of design and evolution. The Counsel Balanced Portfolio has undergone significant changes over the years as the investment landscape has evolved.
November 02, 2018 - Articles
Market declines or even corrections during the year are common place and this year is no different. More often than not, the market recovers to finish in positive territory.
October 25, 2018 - Videos
In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective.
October 11, 2018 - Commentaries
Each quarter Counsel's Chief Investment Officer, Corrado Tiralongo, provides his perspective on what happened in the markets over the quarter, and how our portfolios are positioned.
October 05, 2018 - Commentaries
We caught up with four of our investment specialists at our recent Fall Summit in Whistler, B.C., and we asked them for their perspective on the markets and the positioning of their portfolios.
August 02, 2018 - Articles
​As you journey through life, your personal and financial goals will change over time. This article outlines the types of investment solutions typically associated with various life stages.
July 25, 2018 -
In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about....
July 16, 2018 -
Declining price momentum in non‐U.S. equity markets so far this year has prompted an increased allocation in U.S. Short-Term Treasuries and reduced exposure to stocks.
July 16, 2018 -
The Bank of Canada raised its key policy rate for the 4th time since last June. Future rate increase may be on hold pending the outcome of trade disputes, however.
May 18, 2018 - Videos
Five of our investment specialists with diverse investment styles and strategies share their unique points of view.
May 15, 2018 - Articles
More complexity and risk to make 7%? Not with Counsel Balanced Portfolio.
May 15, 2018 - Videos
In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the impact of short term volatility.
February 09, 2018 - Articles
Volatility returned to the markets in the first week of February, 2018, and it has unnerved some investors. Here’s what happened and why it’s actually quite normal.
February 09, 2018 - Videos
In seven minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the markets, and explains how the Counsel Portfolios are positioned.
January 31, 2018 - Articles
ESG is a rapidly growing area of focus in the investment community. It encompasses all of the major factors that determine whether a corporation is acting ethically and responsibly to individuals,...
January 24, 2018 - Videos
Tom Marsico, Founder, CEO and CIO at Marsico Capital Management describes his growth philosophy for investing in this environment of increasing interest rates and U.S. tax cuts. He also weighs in...
January 24, 2018 - Videos
Steve Locke, Senior Vice President, Portfolio Manager and Fixed Income Team Lead at Mackenzie Investments, explains how his portfolio is positioned for this environment of gradually increasing...
November 30, 2017 - Articles
Have you ever wondered how your investment portfolios are constructed? What if we told you that constructing a portfolio is similar to building your dream home?
October 04, 2017 - Articles
When you invest in a mutual fund that buys stocks and bonds outside of Canada, you take on a currency risk. We manage this risk with an active approach to currency hedging.
September 20, 2017 - Articles
We asked our global real estate manager, Timbercreek Asset Management, for their view on interest rate increases in Canada and the impact on the real estate market. Here’s what they had to say:
August 16, 2017 - Articles
The antagonistic exchange between the leaders of North Korea and the U.S. has caused volatility to rise. We believe it’s important to stay above the noise at times like this. Find out why.
April 16, 2017 - Thought Leadership
We’ve all heard of the term “work-life balance” but how does that concept apply to investing? Instead of a choice between work and leisure, investment balance is based on a mix of risk and return.
April 12, 2017 -
Tim Rudderow, President at Mount Lucas Management talks about rising rates, the energy sector, and whether high valuations are a cause for concern.
February 08, 2017 - Thought Leadership
What is a good batting average when choosing the right investment manager? Is the batting average score enough to make a decision? Find out more about this oft-mentioned statistic.
January 12, 2017 - Thought Leadership
The process of hiring a portfolio manager goes beyond just evaluating quantitative measures. While performance is an important factor, it is a lagging indicator at best.
January 01, 2017 - Videos
Donie O’Brien discusses how our Retirement Portfolio strategy performed in 2016 and the outlook ahead.
July 06, 2016 - Videos
Peter Chin talks about Lincluden's investment process, their unique approach to dividend investing, and their proprietary risk management framework.
January 01, 2016 - Videos
Anthony MacGuinness explains how the Counsel Global Low Volatility Equity strategy works to reduce the impact of down markets on the Counsel Retirement Portfolios.
January 01, 2016 - Videos
Anthony MacGuinness explains how the Counsel Defensive Global Equity component of the Counsel Retirement Portfolios works to reduce the impact of persistent declines in the market.
January 01, 2016 - Videos
Anthony MacGuinness explains how the global low volatility strategy and the defensive global equity strategy work to protect and grow retirement savings in the Counsel Retirement Portfolios.
January 01, 2016 - Videos
You face significant challenges when planning for your retirement, Counsel Retirement Portfolios are designed specifically to reduce the impact of market declines and offer long-term growth.
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December 07, 2018 - Articles
November 02, 2018 - Articles
November 02, 2018 - Articles
October 25, 2018 - Videos