One of the most glaring benefits of weak global equity markets over the last year has been the fact that
dividend yields are at their most attractive levels in nearly 30 years. This is especially so when we compare
dividend yields to government bond yields. This has been a rare event over the last …
Posts Tagged ‘Financial Post’
January 12th, 2012
Dividend Growth Opportunities
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…
February 14th, 2011
Hot Inflation Cools Emerging Markets
It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
February 4th, 2011
Egypt Throws Investors a Curveball
Many investors make their investing decisions based in part on economic forecasts. This style of investing is
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
December 16th, 2010
Bond Investors Receive Coal In Their Stockings
Two months ago, I was at a conference and sitting through a presentation and Q&A session with two of the more
prominent economists in Canada. The interesting aspect of the discussion amongst the room of investment
management professionals was the near unanimity with which it was believed that inter…
prominent economists in Canada. The interesting aspect of the discussion amongst the room of investment
management professionals was the near unanimity with which it was believed that inter…
September 17th, 2009
Global Economy Too Dependent on Government
Global Economy Too Dependent on Government? Pacifica Partners' Financial Post Weekly Column - Sept 17th 2009
Preview: Some of the most heated arguments in public discourse these days revolve around whether or not the
role of government has become overly pronounced in the functioning of the global e…
Preview: Some of the most heated arguments in public discourse these days revolve around whether or not the
role of government has become overly pronounced in the functioning of the global e…
September 10th, 2009
Falling Consumer Debt – Short term Pain Long term Gain
Falling Consumer Debt - Short term Pain Long term Gain Pacifica Partners' Financial Post Weekly Column - Sept
10th 2009 Preview: It is said that the hallmark of a bull market is its ability to shrug off seemingly bad
news and continue to scale the “wall of worry”. The current bull market’s ab…
10th 2009 Preview: It is said that the hallmark of a bull market is its ability to shrug off seemingly bad
news and continue to scale the “wall of worry”. The current bull market’s ab…
