During this past quarter, portfolio managers at Capstone had the opportunity to attend the annual CFA conference in London, England, along with economists and financial professionals from all over the world. The theme was “Disruption” and the time was spent exploring the various risks present in the global market and how these could manifest themselves to “disrupt” markets and ultimately investor portfolio returns.
Capstone Asset Management
Growing trade tensions, Brexit negotiations, Germany's slowing economy, inverted bond yields and a stalling housing market. These are just some of the factors that created a noisy first quarter in 2019.
Investors were subjected to a dramatic drop in the North American stock markets as 2018 drew to a close. Many factors contributed to this volatility, such as rising interest rates, Canadian oil price declines, trade tensions, and concerns about slowing global growth. In this year-end edition of Investors' Journal take a look at the economic review for 2018, and read about changes to Capstone's Traditional Equity Pool.
It has been a busy month with our Chief Investment Officer, Glenn Murray, traveling to Hong Kong and Vietnam and the Compliance & Operations team welcoming a new team member.
Ever wonder about the team behind the scenes who construct Capstone's investment funds? Our latest Investors' Journal introduces some of the new faces on our Investment Management team, an economic update, and some principles to consider when implementing your financial plan.
Roger Qi, BBA BMath Junior Analyst
Introducing Dave (DJ) Bowen, BSc CIM, Research Analyst
It’s that time of year again, tax time! Although no one likes having to pay taxes there are options to alleviate your tax bill or perhaps even get a refund depending on your situation.
In the latest Issue of our Investors' Journal, we go back to basics, take a closer look at investing in Real Estate and address some of the hype around cryptocurrencies.
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