OUTLOOK 2025 HIGHLIGHTS
Last year presented three considerable challenges to Canadian investors: the sheer strength of the U.S. dollar compared to other currencies, unprecedented market concentration, and geopolitical tensions that rendered China uninvestable. We're just a few months into 2025 and the environment has already proven to be volatile, particularly with the looming threat of tariffs.
Yet, amidst all the noise, we hold that stable returns are the foundation of long-term investment success. This involves focusing on enduring market trends, evaluating downside risks, and pursuing growth at a reasonable price, all while maintaining a disciplined approach to valuations. Our guiding principle, “It’s What You Pay,” helps keep emotions in check and is one of the key reasons our clients have enjoyed consistent, reliable returns, even during market downturns.
Now, more than ever, we must remain open and flexible. Remember, "we cannot direct the wind, but we can adjust the sails."
PHOTOS FROM THE EVENT
If you would like a copy of our OUTLOOK 2025 booklet, please contact us.