Insights & Media

Insights & Media2019-01-31T15:43:16-04:00

Blog

Canada’s Housing Industry – Over and Over and Over

By |April 12th, 2019|

David revisits an essay he wrote on the housing industry in September, 2014 and suggests that we in the financial services industry are trapped in a version of Groundhog Day when it comes to our worries about a housing correction. Here is the unaltered version of that article.

Media Appearances

Alphabet slumps on slower Google sales growth

By |May 13th, 2019|

Shares of Google's parent company were down in pre-market trading after Alphabet posted a first-quarter revenue miss. The company is reporting slower growth after steadily expanding at 20 per cent or more in previous periods causing fears advertisers are shifting some spending to rivals. Barry Schwartz, chief investment officer and portfolio manager, joins Paul Bagnell to discuss.

The Big Three: Google ad sales growth slows; CN Rail profit misses; Jarislowsky weighs in on SNC case

By |May 1st, 2019|

Barry Schwartz, chief investment officer and portfolio manager, joins Paul Bagnell to break down the top stories we're tracking today.

A bigger market bounce is on the other side of a recession

By |May 1st, 2019|

Barry Schwartz, chief investment officer and portfolio manager, explains how investors do more harm to their portfolios when making adjustments to prepare for a recession, than an actual recession itself. He says you're much better off doing nothing because market corrections are often followed by bigger gains just six months later.

Outlook