All posts tagged Analysis

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 11, 2020

    In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    March 3, 2020

    It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 3, 2020

    Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 25, 2020

    For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?

  • Jennifer Radman, CFA

    Vice President & Senior Portfolio Manager

    February 19, 2020

    Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    February 12, 2020

    How should we position our portfolios against volatility from this outbreak of the Coronavirus?