The past three months have been the toughest for investors since the last quarter of 2008 when the financial
crisis deepened after the collapse of Lehman Brothers. When the crisis and corresponding recession ended in
2009 it was believed by many that with governments and central banks around the wo…
October 22nd, 2011
Investment Compass – Recession Fears
October 6th, 2011
Canadian Real Estate Chart Book
The Pacifica Partners' Canadian Real Estate Chart-book is a summary of Canadian home price trends versus both
Canadian equities (TSX index) and home prices in major US cities. Charts for 12 month rates of change for home
prices and "sales pair" volume in Vancouver, Calgary, Toronto, and Montreal ar…
Canadian equities (TSX index) and home prices in major US cities. Charts for 12 month rates of change for home
prices and "sales pair" volume in Vancouver, Calgary, Toronto, and Montreal ar…
September 8th, 2011
Will Obama Get Re-Elected?
As investors take a look at the state of the world and inventory a list of the problems that challenge the
global economy, perhaps one that is not being considered revolves around political leadership - or lack
thereof. In France, President Nicolas Sarkozy is embroiled in a political scandal involv…
global economy, perhaps one that is not being considered revolves around political leadership - or lack
thereof. In France, President Nicolas Sarkozy is embroiled in a political scandal involv…
September 1st, 2011
Investment Counsel Firms in Canada
Given the volatility in global stock, bond, and commodity markets, many individual investors are reassessing
their investment portfolios. Often this reassessment generates interest in exploring alternative investment
options that they may not have been previously familiar with. In particular, more …
their investment portfolios. Often this reassessment generates interest in exploring alternative investment
options that they may not have been previously familiar with. In particular, more …
August 22nd, 2011
Debt distraction masks opportunities in equities
Over the last several weeks, investors have been served a grim reminder of the volatility that markets are
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
July 22nd, 2011
Investment Compass: Europe, Earnings, & Expectations
The Three E's - Europe, Earnings, and Expectations The following is our summer 2011 quarterly "Investment
Compass" commentary that examines the possible contagion of the European debt crisis, corporate profits and
expectations for continued profit growth. Our newsletter should be visible above, if …
Compass" commentary that examines the possible contagion of the European debt crisis, corporate profits and
expectations for continued profit growth. Our newsletter should be visible above, if …
July 6th, 2011
BNN: Portfolio Strategy & Demographics
Examining demographics and portfolio strategies. BNN speaks to AJ Sull, president and chief investment
officer, Pacifica Partners, on global demographic shifts. BNN: Portfolio Strategy & Demographics July 6th BNN
Interview:- Business News Network & Pacifica Perspectives Trends in global demographic…
officer, Pacifica Partners, on global demographic shifts. BNN: Portfolio Strategy & Demographics July 6th BNN
Interview:- Business News Network & Pacifica Perspectives Trends in global demographic…
June 14th, 2011
Large Cap Gold Producers Showing Value
Gold stocks have received relatively little attention from investors despite surging gold bullion prices
which have risen over 200% in the last half decade to over $1500 an ounce. As a result, if an investor were
stranded on a deserted island and returned after a two year absence, and first learned…
which have risen over 200% in the last half decade to over $1500 an ounce. As a result, if an investor were
stranded on a deserted island and returned after a two year absence, and first learned…
June 14th, 2011
BNN: How to Invest in China
China's demographics are changing rapidly. BNN speaks to AJ Sull, president and chief investment officer,
Pacifica Partners, and gets his take on how to tailor your investment strategy to its changing population. BNN
Interview: How to Invest in China May 19th BNN Interview:- Business News Network &…
Pacifica Partners, and gets his take on how to tailor your investment strategy to its changing population. BNN
Interview: How to Invest in China May 19th BNN Interview:- Business News Network &…
May 9th, 2011
The Unbalancing China Equation
By now most investors have a pretty strong grasp of the problems facing the US. These problems range from
massive US debt, unemployment, depressed real estate, and the list goes on. Conversely, the image of China as
a country with a supercharged economy and seemingly no real challenges on the horiz…
massive US debt, unemployment, depressed real estate, and the list goes on. Conversely, the image of China as
a country with a supercharged economy and seemingly no real challenges on the horiz…
