All posts tagged Economy

  • 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?

  • 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.

    Funds Jennifer manages:
    Caldwell Balanced Fund
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    November 13, 2019

    The Bank of Canada is the only central bank in the industrial world that has been refusing to lower its key interest rate. I am worried about our economy. If the Canadian economy weakens, will my stock holdings go down in value?

    Funds William manages:

    Caldwell Balanced Fund

    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • Thomas S. Caldwell, C.M.

    Chairman

    November 5, 2019

    Would you please explain the relationship between low interest rates and stock prices?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 30, 2019

    You have a theory about the underlying long-term force of supply and demand. What is it?