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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8
November-28-12

Financial Repression

At a recent CFA Society dinner in Montreal, Harvard economist Carmen Reinhart discussed her research on Financial Repression and its impact on bond and equity markets.

Her extensive research on financial crises around the world provides invaluable insights on our current situation, redefining classical notions of investment risk. In this month’s Economic Pulse, Ray Kerzerho summarizes her talk and important conclusions.

Enjoy the read,
Tony & Peter

By: Anthony Layton & Peter Guay | 0 comments
November-21-12

Buffett not worried about fiscal cliff

While the media would have us believe that the US “Fiscal Cliff” would lead to an immediate recession if not resolved, Buffet explains in his sage manner why this isn’t true and why we should have more faith in the underlying strength of the US economy.

Enjoy the read,
Tony & Peter

By: Anthony Layton & Peter Guay | 0 comments
November-07-12

Hedge funds lag traditional asset classes

The opaque world of hedge fund managers, often idolized in the press, is not the boon to investors they would have you believe.  In the short piece by Larry Swedroe, you’ll read why the hedge fund industry has very little to be proud of. In fact, it has a lot of explaining to do: how does an industry with such poor returns justify such high fees?

Enjoy the read,
Tony & Peter

By: Anthony Layton & Peter Guay | 0 comments