Big Tech Boom Or Gloom In 2024?

Big Tech Boom Or Gloom In 2024?

by | Feb 9, 2024

The Magnificent Seven or Big Tech (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla) accounted for two-thirds of the 26.3% S&P 500 returns in 2023.1 The majority of this outperformance occurred during the first half of 2023, with the Magnificent Seven rally...
Enhancing Returns with Split Corp. Class A Shares

Enhancing Returns with Split Corp. Class A Shares

by | Jan 25, 2024

Split Share corporations (“Split Corp.”) are investment funds that hold a portfolio of dividend-paying stocks and offer two classes of shares to investors: preferred shares and class A shares (“Class A Shares”). TSX listed Split Corps have been in existence for about...
Canadian Lifecos – Well-Positioned for Higher Rates

Canadian Lifecos – Well-Positioned for Higher Rates

by | Jan 18, 2024

Funds in focus: Brompton Lifeco Split Corp. (LCS, LCS.PR.A); Life & Banc Split Corp. (LBS, LBS.PR.A); Brompton North American Financials Dividend ETF (BFIN) Canadian life insurance companies (“lifecos”) have significant exposure to various macroeconomic factors...
Time for Dividend Stocks to Outperform?

Time for Dividend Stocks to Outperform?

by | Dec 19, 2023

Over the last 20 months, interest rates have been rising as central banks, including the Bank of Canada, have raised short term rates to battle inflation, while longer term bond yields have risen in response. This has put pressure on dividend paying stocks such as...
2024 Investment Outlook – Back to Normal

2024 Investment Outlook – Back to Normal

by | Dec 7, 2023

You may have heard the phrase “higher-for-longer” referring to the expectation that interest rates will remain higher for a longer period of time. We believe the phrase should actually be “back to normal”. As you can see from the historical U.S. 10-year Treasury rate...