5 from 5i: Monetary Stimulus: It Was Good While It Lasted
5i Research Blog - Viewing posts in: fed
5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?
5 from 5i - Risky ETF Misconceptions
5 from 5i: How Economists See Market Drivers
It was a big week for US bank earnings, and markets showed concerns over President Donald Trump’s ability to push through his pro-growth policies, following a setback to the healthcare bill. Bank of America (BAC), the second-largest U.S. bank by assets, beat quarterly earnings expectations but experienced a slowdown in trading revenue and trimmed its expectations for growth in net interest income. Goldman Sachs (GS) dipped after also beating earnings expectations but posted a 40% drop in bond trading revenue. Telecom company Rogers Communications (RCI.B) reported a greater-than-expected 35% jump in second-quarter profit, as a gain in wireless subscribers offset declines in its cable TV business. Canadian Pacific Railway (CP) reported a better-than-expected quarterly profit, as it earned more from higher shipments of commodities, but executives were cautious on grains for the second half of the year. Here are stories we found interesting this week:
- An overview of factors driving market 'bubbles'
- ETF Managers made active decisions for passive investors, years ago
- Three 'simple' lessons learned over the last 10 years
- If portfolio management is no longer the source of a financial advisor’s value, what is?
- The 'Top 10' S&P 500 company contributions over the last 35 years
5 from 5i: 30 Pearls of Wisdom
The big news this week was of course that the Bank of Canada raised interest rates for the first time in seven years. The bank raised its overnight lending rate to 0.75% from 0.5% Wednesday. Couche-Tard (ATD.B) capped its fiscal year with a strong fourth quarter as its Canadian operations got a boost from the full impact of its acquisition of Esso convenience stores. Home Capital Group (HCG) has chosen Yousry Bissada, a 57-year-old executive who is well known in the mortgage industry, as its CEO. Manulife Financial (MFC) shares spiked in afternoon trading yesterday after The Wall Street Journal reported the lifeco is exploring an initial public offering or spinoff of its John Hancock unit. Aphria (APH) reported Q4 and full year 2017 financial results that beat analyst expectations. Here's five stories we found interesting this week:
- Guiding principles every investor should, at best, understand
- What's wrong with active management and how it could stay alive
- Winning investments require enduring more discomfort/uncertainty than others
- Answer these questions to see if you can 'wait out the storm'
- Emerging markets continue to see tailwinds
Interest Rate Takeaways from Central Banks
There has been a lot of focus on the Bank of Canada and the FED recently with talk of where interest rates are going. Here are a few things we think are worth noting.
5 from 5i: Geopolitical risks keeping you out of markets?
Here are five investment and finance stories we found interesting this week
5 from 5i - Two Perspectives for CEO and Management Analysis
Here are five investment and finance stories we found interesting this week.
5 from 5i: "Mean Reversion is the Religion of the FED"
Here are five investment and finance stories we found interesting this week.
5 from 5i: High Yield Bonds are High Rolling
Here are five investment and finance stories we found interesting this week.
