Market Ethos - February 9th, 2018

Published by Richardson GMP Asset Management on Feb 13, 2018

The Bell Has Been Rung   Last week we wrote a piece titled “Hey Equity Markets, Bond Yields Toll for Thee.” Well, bond yields tolled alright, and equity markets found their bell rung in terms of handling rising bond yields. The U.S. ten-year topped out... Continue reading

Market Ethos - February 5th, 2018

Published by Richardson GMP Asset Management on Feb 05, 2018

Hey Equity Markets, Bond Yields toll for thee   Well that accelerated quickly. Higher bond yields have sent global equities abruptly lower with more to come today. After so many years of unprecedented monetary policy and very low yields, the sensitivity... Continue reading

Market Ethos - January 29th, 2018

Published by Richardson GMP Asset Management on Jan 29, 2018

Dollar will make you holler   With the Canadian dollar trading at 81 cents, up almost 5% since mid December, we have devoted this week’s ethos to currency. Causes of the recent move, what could be next and what it means for your portfolio. Continue reading

Market Ethos - January 22nd, 2018

Published by Richardson GMP Asset Management on Jan 22, 2018

Growth vs Value & Your Age   Does your age influence what kind of investor you are? Depending on when you started investing appears to have an impact on your investment style, based on a large random sample of U.S. equity portfolio managers. Managers... Continue reading

Market Ethos - January 15th, 2018

Published by Richardson GMP Asset Management on Jan 15, 2018

Managing Your Biases   This week we share a number of behavioural biases that appear to be most prevalent when it comes to investing. Plus a link to the Richardson GMP Behavioural Checklist, a tool we have developed to help investors uncover if their... Continue reading

Richardson GMP Behavioural Checklist

Published by Richardson GMP Asset Management on Jan 15, 2018

RGMP Behavioural Checklist   How to Use 1. Begin the Richardson GMP Behavioural checklist after you have finished your due diligence on the potential buy or sell of a stock, fund, strategy or asset allocation change. 2. Determine your Investor Type as... Continue reading

Market Ethos - January 8th, 2018

Published by Richardson GMP Asset Management on Jan 09, 2018

Stars remain aligned   Markets enjoyed a strong finish to 2017 which has clearly carried into 2018. In this Market Ethos provide an update on our Market Cycle indicators and some thoughts on how 2018 could unfold. Continue reading

Market Ethos - December 18th, 2017

Published by Richardson GMP Asset Management on Dec 19, 2017

The Anatomy of a Bubble   Please note this will be the last Market Ethos until the New Year. In the final installment of 2017, we have taken a deeper look at historical bubbles from Tulips to rails to dotcom. Many of these bubbles have commonalities and... Continue reading

Market Ethos - December 11th, 2017

Published by Richardson GMP Asset Management on Dec 11, 2017

Performance Chasing   Did you know the average investor’s annual return is about 2% below the average fund return? Much of this variance is attributable to chasing performance, as assets pile into a fund that has had a good performance run just to see... Continue reading

Market Ethos - December 4th, 2017

Published by Richardson GMP Asset Management on Dec 04, 2017

Profiting from Investor Misbehaviour   Bit of a different ethos this week. Over the past year we have been developing investment strategies based on behavioural finance. Specifically, strategies designed with the objective of profiting from the behavioural... Continue reading