How ‘alternatives’ can fit into a portfolio

“Alternative investments” is the collective name for a diverse group of assets that do not fall into one of the traditional asset classes of stocks or bonds. Alternative assets can include real estate, private equity investments, commodities, infrastructure, hedge funds, collectibles, and even art and… Read More

Major central banks reduce their gold

A central bank is usually the designated investment manager of a country’s reserve assets. It effectively invests on behalf of the country and its citizens. Its key objective is to preserve the value of the assets and to insure against severe financial crises. Apart from… Read More

Successful investment marketing can lead to unsuccessful investing

Successful investment marketing can lead to unsuccessful investing

To succeed as an investor, you need to disregard or at least downplay investment marketing messages, especially with new investment innovations.
Investment and consumer companies both work hard on their marketing, because it can attract customers and spur sales. But investment marketing can do a lot… Read More

What is Pat’s commentary for the week of January 5, 2016

Investment and consumer companies both work hard on their marketing, because it can attract customers and spur sales. But marketing can do a lot more damage with investments than with dish soaps, since it can make an inherently risky investment look safe.

Consider “hedge fund investing”… Read More

Please give me your thoughts on Gluskin Sheff + Associates. I enjoy your weekly comments. Thank you for the valuable advice through the past decade.

Gluskin Sheff + Associates, $27.25, symbol GS on Toronto (Shares outstanding: 31.7 million; Market cap: $839.5 million; www.gluskinsheff.com), is a Toronto-based wealth management firm that serves high-net-worth individuals and institutional investors. It has around $8.2 billion in assets under management.

In August 2014, the company acquired… Read More

Pat: What is your recommendation on Gluskin Sheff + Associates? Thank you.

Gluskin Sheff + Associates, $19.89, symbol GS on Toronto (Shares outstanding: 16.8 million; Market cap: $718.3 million; www.gluskinsheff.com), is a Toronto-based wealth management firm that serves wealthy clients and has a somewhat aggressive investment style. Gluskin Sheff has around $5.7 billion of assets under management.

In… Read More