Posts Tagged ‘Pacifica Partners’



  May 18th, 2012

US Economy – A Beacon of Hope

To say that Europe dominated the 2011 financial headlines would be an understatement. One word or comment
from a European politician or central banker sent stock markets tumbling. Conversely, the smallest hint of a
resolution to the debt problems of the other “PIIGS” nations (Portugal, Ireland,…
  May 1st, 2012

Enbridge Ride to Conquer Cancer

Support "The Enbridge Ride to Conquer Cancer" all proceeds benefit the BC Cancer Foundation. The Enbridge
Ride to Conquer Cancer Pacifica Partners' Managing Director, Paul Bains will be participating in a two day
major cycling event called "The Enbridge Ride to Conquer Cancer". A message from Paul …
  March 15th, 2012

Canadian Housing-Bubble Chart Book

We continue to believe that Canadian real-estate is an asset class with an asymmetric risk profile. Simply
put, the upside price potential to real estate is limited due to already extreme valuations yet the downside
risks are significant from a number of factors including: #outlook a{ padding:0; } …
  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…
  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 …
  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…
  April 7th, 2011

Canadian Real Estate – The Ignored Election Issue

As Canadians go through yet another election, politicians of all stripes are busy dusting off campaign
slogans, attack ads and policy books. Each party puts forth its best ideas to fix what ails the country and
what will propel it forward on a wave of prosperity. Canadian Real Estate - The Ignored …
  April 7th, 2011

Enbridge Ride to Conquer Cancer

Support "The Enbridge Ride to Conquer Cancer" all proceeds benefit the BC Cancer Foundation. The Enbridge
Ride to Conquer Cancer Pacifica Partners' Managing Director, Paul Bains will be participating in a two day
major cycling event called "The Enbridge Ride to Conquer Cancer". A message from Paul …
  March 3rd, 2011

Vancouver Sun – Pacifica Partners

Dr. Daniel Shapiro, Dean of Simon Fraser University's Business Faculty, mentions Pacifica Partners in a
February 28th 2011 Vancouver Sun interview. ... New Ventures at the Beedie School of Business February 28th
Vancouver Sun:- Vancouver Sun & Pacifica Perspectives Dr. Daniel Shapiro, Dean of Simon…
  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 …