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; } …
Posts Tagged ‘S&P 500’
February 10th, 2012
The Global Economy – Maybe the Glass is Half Full
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,…
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,…
January 12th, 2012
Dividend Growth Opportunities
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 …
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 …
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…
November 1st, 2010
Investment Compass: Market Distortions & Dislocations
Market Distortions & Dislocations - Central Banks Battle With Deflation Pacifica Partners' 2010 third
quarter Investment Compass Quarterly Market Commentary examines the market distortions that we are witnessing
in Oil, Gold, Currency, and Bond markets as a result of US Central Bank policy. Inv…
quarter Investment Compass Quarterly Market Commentary examines the market distortions that we are witnessing
in Oil, Gold, Currency, and Bond markets as a result of US Central Bank policy. Inv…
February 5th, 2010
Is a Copper Collapse Coming – What You Need to Know
Copper is often called “Dr. Copper” because of its ability to turn higher or lower in advance of turns in
the broader economy. It almost seems like it has a Ph.D in economics – hence the moniker. Copper Collapse
Coming? What You Need To Know Pacifica Partners' Financial Post Weekly Column - F…
the broader economy. It almost seems like it has a Ph.D in economics – hence the moniker. Copper Collapse
Coming? What You Need To Know Pacifica Partners' Financial Post Weekly Column - F…
October 1st, 2009
Are Markets Priced For Perfection
Are Markets Priced for Perfection? Pacifica Partners' Financial Post Weekly Column - Sept 30th 2009 Preview:
As we make the transition from the lazy days of summer to the fall, most investors are enjoying the first
extended period of optimism in quite some time. We have seen the markets come back f…
As we make the transition from the lazy days of summer to the fall, most investors are enjoying the first
extended period of optimism in quite some time. We have seen the markets come back f…
February 26th, 2009
The Myth Behind Passive Investing
It is common for investors who have suffered losses in their portfolios to hear generic responses on how
to proceed or how to put their loss into perspective. Whether intentional or unintentional, the inevitable
goal of those dispensing such advice is to deflect blame to factors that are out …
to proceed or how to put their loss into perspective. Whether intentional or unintentional, the inevitable
goal of those dispensing such advice is to deflect blame to factors that are out …
